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 6-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 | $15,186 | $64,480-76.4% | $81,382-81.3% | $80,856-81.2% |
| Participation rate | 78.6% | 63.9%+14.7pp | 69.5%+9.1pp | 67.6%+10.9pp |
| Annual return | 13.33% | 16.34%-3.0pp | 24.73%-11.4pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,104 | $1,978-44.2% | $2,463-55.2% | $2,755-59.9% |
| Participant deferral / active EE | $3,008 | $3,094-2.8% | $3,883-22.5% | $4,296-30.0% |
| Admin fee / account holder | $932 | $5,671-83.6% | $5,768-83.8% | $6,918-86.5% |