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 | $20,106 | $48,076-58.2% | $78,689-74.4% | $62,891-68.0% |
| Participation rate | 86.1% | 65.2%+20.9pp | 73.6%+12.5pp | 69.3%+16.8pp |
| Annual return | 6.92% | 31.35%-24.4pp | 62.18%-55.3pp | 20.14%-13.2pp |
| Employer contribution / active EE | $2,430 | $2,015+20.6% | $2,851-14.8% | $2,281+6.5% |
| Participant deferral / active EE | $1,702 | $2,588-34.2% | $3,517-51.6% | $3,203-46.9% |
| Admin fee / account holder | $2,151 | $3,207-32.9% | $4,510-52.3% | $4,296-49.9% |