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 | $20,870 | $96,557-78.4% | $80,975-74.2% | $273,961-92.4% |
| Participation rate | 88.9% | 79.1%+9.8pp | 75.8%+13.1pp | 83.0%+5.9pp |
| Annual return | 6.33% | 15.14%-8.8pp | 17.10%-10.8pp | 41.45%-35.1pp |
| Employer contribution / active EE | $2,102 | $4,868-56.8% | $3,714-43.4% | $4,869-56.8% |
| Participant deferral / active EE | $3,201 | $6,598-51.5% | $5,696-43.8% | $5,287-39.5% |
| Admin fee / account holder | $10,097 | $7,492+34.8% | $5,516+83.1% | $10,132-0.3% |