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 | $27,268 | $64,480-57.7% | $81,382-66.5% | $80,856-66.3% |
| Participation rate | 91.2% | 63.9%+27.3pp | 69.5%+21.7pp | 67.6%+23.5pp |
| Annual return | 11.82% | 16.34%-4.5pp | 24.73%-12.9pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,437 | $1,978-27.4% | $2,463-41.7% | $2,755-47.8% |
| Participant deferral / active EE | $1,795 | $3,094-42.0% | $3,883-53.8% | $4,296-58.2% |
| Admin fee / account holder | $1,208 | $5,671-78.7% | $5,768-79.1% | $6,918-82.5% |