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 | $27,554 | $73,787-62.7% | $98,716-72.1% | $82,448-66.6% |
| Participation rate | 96.8% | 61.4%+35.4pp | 69.3%+27.5pp | 68.1%+28.7pp |
| Annual return | 18.07% | 18.57%-0.5pp | 31.81%-13.7pp | 41.64%-23.6pp |
| Employer contribution / active EE | $1,346 | $1,511-10.9% | $2,279-40.9% | $2,551-47.2% |
| Participant deferral / active EE | $3,337 | $3,081+8.3% | $4,048-17.6% | $4,139-19.4% |
| Admin fee / account holder | $782 | $6,500-88.0% | $8,703-91.0% | $7,234-89.2% |