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 | $17,792 | $58,523-69.6% | $99,443-82.1% | $72,985-75.6% |
| Participation rate | 97.6% | 64.6%+33.0pp | 73.8%+23.8pp | 69.5%+28.1pp |
| Annual return | 23.62% | 28.51%-4.9pp | 30.72%-7.1pp | 81.00%-57.4pp |
| Employer contribution / active EE | $1,896 | $1,512+25.4% | $2,540-25.3% | $2,440-22.3% |
| Participant deferral / active EE | $2,663 | $2,606+2.2% | $3,619-26.4% | $3,607-26.2% |
| Admin fee / account holder | $334 | $4,102-91.9% | $6,250-94.7% | $5,124-93.5% |