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 7-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 | $15,409 | $64,480-76.1% | $81,382-81.1% | $80,856-80.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 13.02% | 16.34%-3.3pp | 24.73%-11.7pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,656 | $1,978-16.3% | $2,463-32.8% | $2,755-39.9% |
| Participant deferral / active EE | $2,797 | $3,094-9.6% | $3,883-28.0% | $4,296-34.9% |
| Admin fee / account holder | $912 | $5,671-83.9% | $5,768-84.2% | $6,918-86.8% |