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 7-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 | $44,086 | $92,985-52.6% | $153,485-71.3% | $80,856-45.5% |
| Participation rate | 71.7% | 69.0%+2.7pp | 77.1%-5.4pp | 67.6%+4.0pp |
| Annual return | 18.34% | 19.95%-1.6pp | 15.65%+2.7pp | 35.59%-17.3pp |
| Employer contribution / active EE | $1,805 | $3,507-48.5% | $5,039-64.2% | $2,755-34.5% |
| Participant deferral / active EE | $3,911 | $5,178-24.5% | $6,757-42.1% | $4,296-9.0% |
| Admin fee / account holder | $2,572 | $8,880-71.0% | $12,724-79.8% | $6,918-62.8% |