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 | $32,261 | $57,065-43.5% | $75,670-57.4% | $70,131-54.0% |
| Participation rate | 71.4% | 68.1%+3.3pp | 72.3%-0.9pp | 69.5%+1.9pp |
| Annual return | 17.82% | 23.57%-5.7pp | 27.34%-9.5pp | 73.14%-55.3pp |
| Employer contribution / active EE | $1,711 | $1,817-5.8% | $2,352-27.2% | $2,342-26.9% |
| Participant deferral / active EE | $2,757 | $2,580+6.9% | $3,142-12.3% | $3,332-17.3% |
| Admin fee / account holder | $5,598 | $3,825+46.4% | $5,800-3.5% | $4,645+20.5% |