See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,306 | $65,365-26.1% | $92,893-48.0% | $72,985-33.8% |
| Participation rate | 72.7% | 68.3%+4.4pp | 76.0%-3.3pp | 69.5%+3.2pp |
| Annual return | 24.44% | 42.10%-17.7pp | 109.41%-85.0pp | 81.00%-56.6pp |
| Employer contribution / active EE | $1,571 | $2,594-39.4% | $3,653-57.0% | $2,440-35.6% |
| Participant deferral / active EE | $2,779 | $3,128-11.2% | $4,236-34.4% | $3,607-23.0% |
| Admin fee / account holder | $1,822 | $4,251-57.1% | $5,794-68.6% | $5,124-64.4% |