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 | $51,203 | $67,606-24.3% | $82,313-37.8% | $70,131-27.0% |
| Participation rate | 90.8% | 72.8%+18.0pp | 76.9%+13.9pp | 69.5%+21.2pp |
| Annual return | 16.43% | 21.57%-5.1pp | 25.88%-9.4pp | 73.14%-56.7pp |
| Employer contribution / active EE | $1,553 | $1,755-11.5% | $2,428-36.1% | $2,342-33.7% |
| Participant deferral / active EE | $3,836 | $2,987+28.4% | $3,706+3.5% | $3,332+15.1% |
| Admin fee / account holder | $1,080 | $4,512-76.1% | $5,608-80.7% | $4,645-76.8% |