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 | $35,188 | $101,724-65.4% | $164,813-78.6% | $80,856-56.5% |
| Participation rate | 74.4% | 71.8%+2.5pp | 78.6%-4.2pp | 67.6%+6.7pp |
| Annual return | 15.72% | 16.72%-1.0pp | 69.93%-54.2pp | 35.59%-19.9pp |
| Employer contribution / active EE | $1,330 | $2,953-55.0% | $4,341-69.4% | $2,755-51.7% |
| Participant deferral / active EE | $2,734 | $4,477-38.9% | $6,031-54.7% | $4,296-36.4% |
| Admin fee / account holder | $4,957 | $8,227-39.7% | $12,690-60.9% | $6,918-28.3% |