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 | $24,391 | $58,512-58.3% | $84,015-71.0% | $72,985-66.6% |
| Participation rate | 71.4% | 61.2%+10.2pp | 69.0%+2.4pp | 69.5%+1.9pp |
| Annual return | 19.60% | 28.93%-9.3pp | 71.31%-51.7pp | 81.00%-61.4pp |
| Employer contribution / active EE | $1,920 | $1,163+65.1% | $1,983-3.2% | $2,440-21.3% |
| Participant deferral / active EE | $1,652 | $2,394-31.0% | $3,239-49.0% | $3,607-54.2% |
| Admin fee / account holder | $1,457 | $4,569-68.1% | $6,101-76.1% | $5,124-71.6% |