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 | $34,240 | $45,073-24.0% | $69,455-50.7% | $72,985-53.1% |
| Participation rate | 82.0% | 68.5%+13.5pp | 74.6%+7.4pp | 69.5%+12.5pp |
| Annual return | 23.81% | 22.65%+1.2pp | 28.97%-5.2pp | 81.00%-57.2pp |
| Employer contribution / active EE | $1,784 | $2,054-13.1% | $2,779-35.8% | $2,440-26.9% |
| Participant deferral / active EE | $2,906 | $2,602+11.7% | $3,535-17.8% | $3,607-19.4% |
| Admin fee / account holder | $2,106 | $3,056-31.1% | $3,839-45.1% | $5,124-58.9% |