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 | $19,866 | $54,762-63.7% | $90,281-78.0% | $72,985-72.8% |
| Participation rate | 89.2% | 65.1%+24.0pp | 73.3%+15.9pp | 69.5%+19.7pp |
| Annual return | 24.59% | 30.63%-6.0pp | 78.10%-53.5pp | 81.00%-56.4pp |
| Employer contribution / active EE | $988 | $2,092-52.8% | $2,854-65.4% | $2,440-59.5% |
| Participant deferral / active EE | $3,639 | $2,887+26.1% | $3,885-6.3% | $3,607+0.9% |
| Admin fee / account holder | $1,343 | $3,972-66.2% | $5,351-74.9% | $5,124-73.8% |