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 | $31,198 | $52,580-40.7% | $71,671-56.5% | $70,131-55.5% |
| Participation rate | 74.6% | 60.9%+13.7pp | 68.7%+5.9pp | 69.5%+5.1pp |
| Annual return | 16.06% | 20.25%-4.2pp | 20.65%-4.6pp | 73.14%-57.1pp |
| Employer contribution / active EE | $1,016 | $1,616-37.1% | $2,460-58.7% | $2,342-56.6% |
| Participant deferral / active EE | $1,375 | $2,386-42.4% | $3,438-60.0% | $3,332-58.7% |
| Admin fee / account holder | $1,448 | $3,653-60.4% | $5,558-74.0% | $4,645-68.8% |