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 | $36,528 | $67,606-46.0% | $82,313-55.6% | $70,131-47.9% |
| Participation rate | 76.7% | 72.8%+3.9pp | 76.9%-0.2pp | 69.5%+7.1pp |
| Annual return | 20.42% | 21.57%-1.1pp | 25.88%-5.5pp | 73.14%-52.7pp |
| Employer contribution / active EE | $1,451 | $1,755-17.3% | $2,428-40.2% | $2,342-38.0% |
| Participant deferral / active EE | $3,025 | $2,987+1.3% | $3,706-18.4% | $3,332-9.2% |
| Admin fee / account holder | $768 | $4,512-83.0% | $5,608-86.3% | $4,645-83.5% |