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 | $25,227 | $46,869-46.2% | $122,332-79.4% | $70,131-64.0% |
| Participation rate | 84.9% | 58.2%+26.7pp | 71.6%+13.3pp | 69.5%+15.4pp |
| Annual return | 18.79% | 24.22%-5.4pp | 30.27%-11.5pp | 73.14%-54.3pp |
| Employer contribution / active EE | $1,576 | $1,288+22.4% | $4,050-61.1% | $2,342-32.7% |
| Participant deferral / active EE | $2,513 | $2,166+16.0% | $3,287-23.5% | $3,332-24.6% |
| Admin fee / account holder | $4,915 | $3,322+47.9% | $5,478-10.3% | $4,645+5.8% |