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 | $29,346 | $67,606-56.6% | $82,313-64.3% | $70,131-58.2% |
| Participation rate | 77.6% | 72.8%+4.8pp | 76.9%+0.7pp | 69.5%+8.0pp |
| Annual return | 13.04% | 21.57%-8.5pp | 25.88%-12.8pp | 73.14%-60.1pp |
| Employer contribution / active EE | $1,183 | $1,755-32.6% | $2,428-51.3% | $2,342-49.5% |
| Participant deferral / active EE | $2,123 | $2,987-28.9% | $3,706-42.7% | $3,332-36.3% |
| Admin fee / account holder | $1,223 | $4,512-72.9% | $5,608-78.2% | $4,645-73.7% |