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 | $29,267 | $105,630-72.3% | $87,507-66.6% | $273,961-89.3% |
| Participation rate | 78.6% | 78.2%+0.4pp | 73.8%+4.7pp | 83.0%-4.4pp |
| Annual return | 11.30% | 12.25%-1.0pp | 12.21%-0.9pp | 41.45%-30.2pp |
| Employer contribution / active EE | $1,368 | $3,141-56.4% | $2,550-46.4% | $4,869-71.9% |
| Participant deferral / active EE | $1,020 | $3,601-71.7% | $3,149-67.6% | $5,287-80.7% |
| Admin fee / account holder | $670 | $4,781-86.0% | $4,221-84.1% | $10,132-93.4% |