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 | $37,669 | $64,348-41.5% | $90,160-58.2% | $70,131-46.3% |
| Participation rate | 83.8% | 70.4%+13.3pp | 76.9%+6.9pp | 69.5%+14.2pp |
| Annual return | 16.59% | 28.13%-11.5pp | 34.88%-18.3pp | 73.14%-56.5pp |
| Employer contribution / active EE | $2,397 | $2,046+17.2% | $3,318-27.7% | $2,342+2.3% |
| Participant deferral / active EE | $3,483 | $4,389-20.6% | $5,288-34.1% | $3,332+4.5% |
| Admin fee / account holder | $3,129 | $3,944-20.7% | $5,943-47.3% | $4,645-32.6% |