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 | $38,072 | $46,553-18.2% | $64,056-40.6% | $75,163-49.3% |
| Participation rate | 82.7% | 65.9%+16.8pp | 72.3%+10.4pp | 67.2%+15.5pp |
| Annual return | 13.74% | 26.03%-12.3pp | 33.69%-19.9pp | 160.62%-146.9pp |
| Employer contribution / active EE | $2,189 | $1,974+10.9% | $2,747-20.3% | $2,670-18.0% |
| Participant deferral / active EE | $1,495 | $2,837-47.3% | $3,880-61.5% | $4,125-63.8% |
| Admin fee / account holder | $2,873 | $2,952-2.7% | $3,068-6.4% | $5,651-49.2% |