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 | $25,969 | $58,627-55.7% | $76,735-66.2% | $82,448-68.5% |
| Participation rate | 87.5% | 63.2%+24.3pp | 69.5%+18.0pp | 68.1%+19.4pp |
| Annual return | 19.81% | 39.10%-19.3pp | 29.77%-10.0pp | 41.64%-21.8pp |
| Employer contribution / active EE | $1,873 | $1,729+8.3% | $2,454-23.7% | $2,551-26.6% |
| Participant deferral / active EE | $3,783 | $3,134+20.7% | $4,088-7.5% | $4,139-8.6% |
| Admin fee / account holder | $1,755 | $5,323-67.0% | $7,189-75.6% | $7,234-75.7% |