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 | $33,301 | $83,477-60.1% | $125,175-73.4% | $72,985-54.4% |
| Participation rate | 86.5% | 73.3%+13.2pp | 79.8%+6.7pp | 69.5%+17.0pp |
| Annual return | 19.36% | 25.78%-6.4pp | 43.79%-24.4pp | 81.00%-61.6pp |
| Employer contribution / active EE | $2,811 | $2,345+19.9% | $3,865-27.3% | $2,440+15.2% |
| Participant deferral / active EE | $3,211 | $3,585-10.4% | $4,937-35.0% | $3,607-11.0% |
| Admin fee / account holder | $2,321 | $5,517-57.9% | $9,702-76.1% | $5,124-54.7% |