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 | $39,975 | $58,851-32.1% | $115,157-65.3% | $72,985-45.2% |
| Participation rate | 70.0% | 65.5%+4.5pp | 75.9%-5.9pp | 69.5%+0.5pp |
| Annual return | 21.35% | 23.16%-1.8pp | 35.60%-14.3pp | 81.00%-59.7pp |
| Employer contribution / active EE | $1,760 | $1,798-2.1% | $3,179-44.6% | $2,440-27.8% |
| Participant deferral / active EE | $2,673 | $2,643+1.2% | $4,168-35.9% | $3,607-25.9% |
| Admin fee / account holder | $401 | $6,370-93.7% | $7,088-94.3% | $5,124-92.2% |