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 | $28,210 | $67,606-58.3% | $82,313-65.7% | $70,131-59.8% |
| Participation rate | 85.9% | 72.8%+13.1pp | 76.9%+9.0pp | 69.5%+16.4pp |
| Annual return | 18.08% | 21.57%-3.5pp | 25.88%-7.8pp | 73.14%-55.1pp |
| Employer contribution / active EE | $416 | $1,755-76.3% | $2,428-82.8% | $2,342-82.2% |
| Participant deferral / active EE | $1,832 | $2,987-38.7% | $3,706-50.6% | $3,332-45.0% |
| Admin fee / account holder | $1,805 | $4,512-60.0% | $5,608-67.8% | $4,645-61.1% |