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 | $10,546 | $60,892-82.7% | $82,389-87.2% | $84,808-87.6% |
| Participation rate | 93.3% | 63.3%+30.1pp | 69.5%+23.8pp | 68.3%+25.0pp |
| Annual return | 15.36% | 37.29%-21.9pp | 28.67%-13.3pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,342 | $1,779-24.6% | $2,517-46.7% | $2,631-49.0% |
| Participant deferral / active EE | $2,381 | $3,179-25.1% | $4,155-42.7% | $4,212-43.5% |
| Admin fee / account holder | $1,748 | $5,467-68.0% | $7,231-75.8% | $7,344-76.2% |