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 | $11,483 | $45,863-75.0% | $77,024-85.1% | $68,494-83.2% |
| Participation rate | 77.8% | 55.9%+21.9pp | 67.9%+9.9pp | 67.9%+9.9pp |
| Annual return | 2.82% | 1.72%+1.1pp | 42.32%-39.5pp | -7.84%+10.7pp |
| Employer contribution / active EE | $1,702 | $1,650+3.2% | $2,812-39.5% | $2,596-34.5% |
| Participant deferral / active EE | $3,516 | $2,962+18.7% | $4,426-20.6% | $4,027-12.7% |
| Admin fee / account holder | $2,040 | $3,041-32.9% | $5,425-62.4% | $5,403-62.3% |