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 | $13,670 | $47,848-71.4% | $81,478-83.2% | $70,131-80.5% |
| Participation rate | 98.6% | 58.3%+40.4pp | 68.0%+30.7pp | 69.5%+29.1pp |
| Annual return | 14.79% | 27.25%-12.5pp | 38.78%-24.0pp | 73.14%-58.3pp |
| Employer contribution / active EE | $1,473 | $1,527-3.5% | $2,568-42.6% | $2,342-37.1% |
| Participant deferral / active EE | $2,711 | $2,453+10.5% | $3,537-23.3% | $3,332-18.6% |
| Admin fee / account holder | $685 | $3,145-78.2% | $4,561-85.0% | $4,645-85.3% |