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 | $19,460 | $45,035-56.8% | $62,995-69.1% | $70,131-72.3% |
| Participation rate | 73.1% | 69.5%+3.6pp | 74.8%-1.7pp | 69.5%+3.6pp |
| Annual return | 15.72% | 18.76%-3.0pp | 87.57%-71.8pp | 73.14%-57.4pp |
| Employer contribution / active EE | $1,927 | $2,051-6.0% | $2,759-30.1% | $2,342-17.7% |
| Participant deferral / active EE | $1,512 | $2,465-38.6% | $3,329-54.6% | $3,332-54.6% |
| Admin fee / account holder | $461 | $2,834-83.7% | $3,600-87.2% | $4,645-90.1% |