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 | $23,870 | $58,512-59.2% | $84,015-71.6% | $72,985-67.3% |
| Participation rate | 86.8% | 61.2%+25.6pp | 69.0%+17.8pp | 69.5%+17.3pp |
| Annual return | 19.51% | 28.93%-9.4pp | 71.31%-51.8pp | 81.00%-61.5pp |
| Employer contribution / active EE | $1,197 | $1,163+3.0% | $1,983-39.6% | $2,440-50.9% |
| Participant deferral / active EE | $2,570 | $2,394+7.3% | $3,239-20.7% | $3,607-28.8% |
| Admin fee / account holder | $2,983 | $4,569-34.7% | $6,101-51.1% | $5,124-41.8% |