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 | $27,243 | $77,503-64.8% | $100,391-72.9% | $80,856-66.3% |
| Participation rate | 71.1% | 76.9%-5.9pp | 81.5%-10.4pp | 67.6%+3.4pp |
| Annual return | 13.42% | 37.20%-23.8pp | 49.20%-35.8pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,949 | $2,801-30.4% | $3,942-50.5% | $2,755-29.2% |
| Participant deferral / active EE | $3,513 | $6,820-48.5% | $8,082-56.5% | $4,296-18.2% |
| Admin fee / account holder | $2,089 | $5,897-64.6% | $7,899-73.6% | $6,918-69.8% |