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 | $38,383 | $81,460-52.9% | $103,333-62.9% | $80,856-52.5% |
| Participation rate | 70.6% | 66.8%+3.7pp | 74.5%-3.9pp | 67.6%+3.0pp |
| Annual return | 19.87% | 25.55%-5.7pp | 24.88%-5.0pp | 35.59%-15.7pp |
| Employer contribution / active EE | $1,838 | $3,105-40.8% | $3,868-52.5% | $2,755-33.3% |
| Participant deferral / active EE | $3,722 | $3,869-3.8% | $5,057-26.4% | $4,296-13.4% |
| Admin fee / account holder | $5,335 | $6,566-18.7% | $8,355-36.1% | $6,918-22.9% |