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 | $18,623 | $99,341-81.3% | $84,750-78.0% | $273,961-93.2% |
| Participation rate | 78.9% | 80.7%-1.7pp | 76.6%+2.4pp | 83.0%-4.1pp |
| Annual return | 7.71% | 22.93%-15.2pp | 22.78%-15.1pp | 41.45%-33.7pp |
| Employer contribution / active EE | $721 | $4,214-82.9% | $3,574-79.8% | $4,869-85.2% |
| Participant deferral / active EE | $2,490 | $4,269-41.7% | $3,712-32.9% | $5,287-52.9% |
| Admin fee / account holder | $1,299 | $6,644-80.5% | $5,332-75.6% | $10,132-87.2% |