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 | $43,315 | $93,071-53.5% | $74,583-41.9% | $273,961-84.2% |
| Participation rate | 78.6% | 74.9%+3.6pp | 68.1%+10.5pp | 83.0%-4.4pp |
| Annual return | 5.34% | 26.18%-20.8pp | 20.47%-15.1pp | 41.45%-36.1pp |
| Employer contribution / active EE | $1,053 | $3,160-66.7% | $2,525-58.3% | $4,869-78.4% |
| Participant deferral / active EE | $4,428 | $4,160+6.4% | $3,458+28.1% | $5,287-16.2% |
| Admin fee / account holder | $636 | $5,272-87.9% | $4,138-84.6% | $10,132-93.7% |