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 | $26,046 | $59,839-56.5% | $81,983-68.2% | $79,858-67.4% |
| Participation rate | 74.1% | 61.6%+12.5pp | 69.2%+4.8pp | 69.6%+4.4pp |
| Annual return | 12.01% | 17.56%-5.6pp | 41.31%-29.3pp | 31.71%-19.7pp |
| Employer contribution / active EE | $1,429 | $1,713-16.6% | $2,498-42.8% | $2,471-42.1% |
| Participant deferral / active EE | $2,655 | $2,695-1.5% | $3,722-28.7% | $3,740-29.0% |
| Admin fee / account holder | $1,187 | $4,287-72.3% | $5,664-79.0% | $5,306-77.6% |