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 | $30,971 | $53,018-41.6% | $70,014-55.8% | $62,891-50.8% |
| Participation rate | 86.5% | 67.2%+19.3pp | 71.8%+14.7pp | 69.3%+17.2pp |
| Annual return | 6.90% | 13.35%-6.4pp | 12.99%-6.1pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,273 | $1,799-29.2% | $2,338-45.6% | $2,281-44.2% |
| Participant deferral / active EE | $2,311 | $2,395-3.5% | $2,931-21.1% | $3,203-27.8% |
| Admin fee / account holder | $1,416 | $3,690-61.6% | $4,380-67.7% | $4,296-67.0% |