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 | $56,361 | $83,477-32.5% | $125,175-55.0% | $72,985-22.8% |
| Participation rate | 73.5% | 73.3%+0.2pp | 79.8%-6.3pp | 69.5%+4.0pp |
| Annual return | 17.77% | 25.78%-8.0pp | 43.79%-26.0pp | 81.00%-63.2pp |
| Employer contribution / active EE | $1,899 | $2,345-19.0% | $3,865-50.9% | $2,440-22.2% |
| Participant deferral / active EE | $3,932 | $3,585+9.7% | $4,937-20.3% | $3,607+9.0% |
| Admin fee / account holder | $885 | $5,517-84.0% | $9,702-90.9% | $5,124-82.7% |