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 | $31,831 | $87,733-63.7% | $106,548-70.1% | $85,850-62.9% |
| Participation rate | 79.4% | 71.9%+7.5pp | 76.1%+3.3pp | 69.3%+10.1pp |
| Annual return | 12.33% | 21.86%-9.5pp | 26.80%-14.5pp | 318.53%-306.2pp |
| Employer contribution / active EE | $1,080 | $2,073-47.9% | $2,819-61.7% | $2,565-57.9% |
| Participant deferral / active EE | $2,026 | $3,469-41.6% | $4,398-53.9% | $3,952-48.7% |
| Admin fee / account holder | $1,471 | $6,767-78.3% | $7,407-80.1% | $6,260-76.5% |