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 | $27,846 | $74,927-62.8% | $101,794-72.6% | $84,808-67.2% |
| Participation rate | 77.6% | 61.4%+16.1pp | 69.2%+8.4pp | 68.3%+9.2pp |
| Annual return | 18.77% | 18.70%+0.1pp | 30.53%-11.8pp | 40.90%-22.1pp |
| Employer contribution / active EE | $1,385 | $1,522-9.0% | $2,289-39.5% | $2,631-47.4% |
| Participant deferral / active EE | $2,483 | $3,099-19.9% | $4,084-39.2% | $4,212-41.0% |
| Admin fee / account holder | $1,169 | $6,514-82.1% | $8,777-86.7% | $7,344-84.1% |