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 | $25,898 | $58,851-56.0% | $115,157-77.5% | $72,985-64.5% |
| Participation rate | 77.1% | 65.5%+11.5pp | 75.9%+1.2pp | 69.5%+7.6pp |
| Annual return | 21.08% | 23.16%-2.1pp | 35.60%-14.5pp | 81.00%-59.9pp |
| Employer contribution / active EE | $1,583 | $1,798-12.0% | $3,179-50.2% | $2,440-35.1% |
| Participant deferral / active EE | $2,408 | $2,643-8.9% | $4,168-42.2% | $3,607-33.2% |
| Admin fee / account holder | $2,446 | $6,370-61.6% | $7,088-65.5% | $5,124-52.3% |