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 | $27,964 | $68,719-59.3% | $91,541-69.5% | $84,808-67.0% |
| Participation rate | 83.1% | 64.5%+18.6pp | 69.8%+13.3pp | 68.3%+14.8pp |
| Annual return | 18.76% | 19.12%-0.4pp | 20.50%-1.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $1,222 | $1,920-36.4% | $2,505-51.2% | $2,631-53.6% |
| Participant deferral / active EE | $2,745 | $3,136-12.5% | $4,008-31.5% | $4,212-34.8% |
| Admin fee / account holder | $972 | $5,786-83.2% | $6,956-86.0% | $7,344-86.8% |