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 | $27,612 | $76,367-63.8% | $93,606-70.5% | $72,985-62.2% |
| Participation rate | 75.0% | 71.7%+3.3pp | 75.8%-0.8pp | 69.5%+5.5pp |
| Annual return | 18.94% | 25.82%-6.9pp | 32.76%-13.8pp | 81.00%-62.1pp |
| Employer contribution / active EE | $1,274 | $2,275-44.0% | $2,718-53.1% | $2,440-47.8% |
| Participant deferral / active EE | $2,243 | $3,538-36.6% | $4,069-44.9% | $3,607-37.8% |
| Admin fee / account holder | $388 | $6,838-94.3% | $7,888-95.1% | $5,124-92.4% |