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 | $25,780 | $57,590-55.2% | $86,233-70.1% | $82,448-68.7% |
| Participation rate | 87.0% | 57.9%+29.1pp | 69.0%+17.9pp | 68.1%+18.9pp |
| Annual return | 13.70% | 22.41%-8.7pp | 61.39%-47.7pp | 41.64%-27.9pp |
| Employer contribution / active EE | $1,499 | $1,655-9.4% | $2,504-40.1% | $2,551-41.2% |
| Participant deferral / active EE | $2,134 | $3,080-30.7% | $4,559-53.2% | $4,139-48.5% |
| Admin fee / account holder | $2,531 | $4,730-46.5% | $8,342-69.7% | $7,234-65.0% |