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 | $37,810 | $72,012-47.5% | $185,823-79.7% | $79,858-52.7% |
| Participation rate | 73.8% | 65.8%+8.0pp | 78.0%-4.2pp | 69.6%+4.2pp |
| Annual return | 21.28% | 23.12%-1.8pp | 35.95%-14.7pp | 31.71%-10.4pp |
| Employer contribution / active EE | $949 | $1,965-51.7% | $4,087-76.8% | $2,471-61.6% |
| Participant deferral / active EE | $1,998 | $3,779-47.1% | $5,632-64.5% | $3,740-46.6% |
| Admin fee / account holder | $926 | $4,513-79.5% | $9,500-90.3% | $5,306-82.6% |