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 | $13,261 | $65,685-79.8% | $57,179-76.8% | $273,961-95.2% |
| Participation rate | 88.9% | 78.3%+10.5pp | 75.3%+13.5pp | 83.0%+5.9pp |
| Annual return | 6.38% | 21.99%-15.6pp | 14.59%-8.2pp | 41.45%-35.1pp |
| Employer contribution / active EE | $1,733 | $3,279-47.2% | $2,682-35.4% | $4,869-64.4% |
| Participant deferral / active EE | $2,156 | $3,782-43.0% | $3,096-30.4% | $5,287-59.2% |
| Admin fee / account holder | $2,463 | $4,835-49.1% | $3,139-21.6% | $10,132-75.7% |