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 | $68,719-76.3% | $91,541-82.2% | $84,808-80.8% |
| Participation rate | 87.2% | 64.5%+22.7pp | 69.8%+17.5pp | 68.3%+18.9pp |
| Annual return | 18.91% | 19.12%-0.2pp | 20.50%-1.6pp | 40.90%-22.0pp |
| Employer contribution / active EE | $1,628 | $1,920-15.2% | $2,505-35.0% | $2,631-38.1% |
| Participant deferral / active EE | $2,347 | $3,136-25.2% | $4,008-41.5% | $4,212-44.3% |
| Admin fee / account holder | $1,166 | $5,786-79.9% | $6,956-83.2% | $7,344-84.1% |