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 | $25,083 | $72,277-65.3% | $101,248-75.2% | $79,858-68.6% |
| Participation rate | 92.2% | 68.5%+23.7pp | 75.8%+16.4pp | 69.6%+22.6pp |
| Annual return | 16.96% | 22.30%-5.3pp | 46.47%-29.5pp | 31.71%-14.8pp |
| Employer contribution / active EE | $1,494 | $2,692-44.5% | $3,660-59.2% | $2,471-39.5% |
| Participant deferral / active EE | $2,506 | $3,282-23.6% | $4,370-42.7% | $3,740-33.0% |
| Admin fee / account holder | $3,341 | $4,400-24.1% | $5,945-43.8% | $5,306-37.0% |