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 | $22,095 | $48,076-54.0% | $78,689-71.9% | $62,891-64.9% |
| Participation rate | 76.1% | 65.2%+10.9pp | 73.6%+2.6pp | 69.3%+6.8pp |
| Annual return | 7.01% | 31.35%-24.3pp | 62.18%-55.2pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,139 | $2,015-43.5% | $2,851-60.0% | $2,281-50.1% |
| Participant deferral / active EE | $2,694 | $2,588+4.1% | $3,517-23.4% | $3,203-15.9% |
| Admin fee / account holder | $3,785 | $3,207+18.0% | $4,510-16.1% | $4,296-11.9% |