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 | $42,951 | $55,706-22.9% | $75,886-43.4% | $72,985-41.2% |
| Participation rate | 72.1% | 61.1%+10.9pp | 69.3%+2.8pp | 69.5%+2.6pp |
| Annual return | 19.01% | 27.59%-8.6pp | 30.76%-11.7pp | 81.00%-62.0pp |
| Employer contribution / active EE | $1,903 | $1,687+12.9% | $2,500-23.9% | $2,440-22.0% |
| Participant deferral / active EE | $2,132 | $2,634-19.1% | $3,603-40.8% | $3,607-40.9% |
| Admin fee / account holder | $3,488 | $3,978-12.3% | $5,418-35.6% | $5,124-31.9% |