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 | $48,994 | $67,606-27.5% | $82,313-40.5% | $70,131-30.1% |
| Participation rate | 88.9% | 72.8%+16.1pp | 76.9%+12.0pp | 69.5%+19.3pp |
| Annual return | 12.61% | 21.57%-9.0pp | 25.88%-13.3pp | 73.14%-60.5pp |
| Employer contribution / active EE | $1,117 | $1,755-36.4% | $2,428-54.0% | $2,342-52.3% |
| Participant deferral / active EE | $2,266 | $2,987-24.1% | $3,706-38.9% | $3,332-32.0% |
| Admin fee / account holder | $1,186 | $4,512-73.7% | $5,608-78.9% | $4,645-74.5% |