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 5-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 | $16,255 | $67,894-76.1% | $89,340-81.8% | $82,448-80.3% |
| Participation rate | 87.2% | 64.0%+23.2pp | 69.6%+17.7pp | 68.1%+19.2pp |
| Annual return | 18.91% | 19.21%-0.3pp | 20.57%-1.7pp | 41.64%-22.7pp |
| Employer contribution / active EE | $1,628 | $1,828-11.0% | $2,231-27.1% | $2,551-36.2% |
| Participant deferral / active EE | $2,347 | $3,072-23.6% | $3,823-38.6% | $4,139-43.3% |
| Admin fee / account holder | $1,166 | $5,723-79.6% | $6,704-82.6% | $7,234-83.9% |