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 | $23,741 | $72,277-67.2% | $101,248-76.6% | $79,858-70.3% |
| Participation rate | 81.0% | 68.5%+12.6pp | 75.8%+5.2pp | 69.6%+11.4pp |
| Annual return | 14.20% | 22.30%-8.1pp | 46.47%-32.3pp | 31.71%-17.5pp |
| Employer contribution / active EE | $1,403 | $2,692-47.9% | $3,660-61.7% | $2,471-43.2% |
| Participant deferral / active EE | $1,756 | $3,282-46.5% | $4,370-59.8% | $3,740-53.1% |
| Admin fee / account holder | $5,323 | $4,400+21.0% | $5,945-10.5% | $5,306+0.3% |