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 | $36,620 | $76,367-52.0% | $93,606-60.9% | $72,985-49.8% |
| Participation rate | 97.5% | 71.7%+25.8pp | 75.8%+21.7pp | 69.5%+28.0pp |
| Annual return | 20.55% | 25.82%-5.3pp | 32.76%-12.2pp | 81.00%-60.5pp |
| Employer contribution / active EE | $1,424 | $2,275-37.4% | $2,718-47.6% | $2,440-41.6% |
| Participant deferral / active EE | $2,912 | $3,538-17.7% | $4,069-28.4% | $3,607-19.3% |
| Admin fee / account holder | $4,497 | $6,838-34.2% | $7,888-43.0% | $5,124-12.2% |