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 | $41,332 | $54,762-24.5% | $90,281-54.2% | $72,985-43.4% |
| Participation rate | 72.7% | 65.1%+7.6pp | 73.3%-0.5pp | 69.5%+3.2pp |
| Annual return | 23.29% | 30.63%-7.3pp | 78.10%-54.8pp | 81.00%-57.7pp |
| Employer contribution / active EE | $1,491 | $2,092-28.8% | $2,854-47.8% | $2,440-38.9% |
| Participant deferral / active EE | $2,396 | $2,887-17.0% | $3,885-38.3% | $3,607-33.6% |
| Admin fee / account holder | $1,094 | $3,972-72.5% | $5,351-79.6% | $5,124-78.7% |