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 | $25,558 | $99,341-74.3% | $84,750-69.8% | $273,961-90.7% |
| Participation rate | 85.7% | 80.7%+5.0pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 12.92% | 22.93%-10.0pp | 22.78%-9.9pp | 41.45%-28.5pp |
| Employer contribution / active EE | $2,447 | $4,214-41.9% | $3,574-31.5% | $4,869-49.7% |
| Participant deferral / active EE | $4,408 | $4,269+3.2% | $3,712+18.8% | $5,287-16.6% |
| Admin fee / account holder | $583 | $6,644-91.2% | $5,332-89.1% | $10,132-94.2% |