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 | $24,510 | $56,897-56.9% | $84,750-71.1% | $62,891-61.0% |
| Participation rate | 98.7% | 68.5%+30.1pp | 76.6%+22.1pp | 69.3%+29.4pp |
| Annual return | 11.07% | 6.30%+4.8pp | 22.78%-11.7pp | 20.14%-9.1pp |
| Employer contribution / active EE | $1,886 | $2,400-21.4% | $3,574-47.2% | $2,281-17.3% |
| Participant deferral / active EE | $3,244 | $2,709+19.8% | $3,712-12.6% | $3,203+1.3% |
| Admin fee / account holder | $1,268 | $3,581-64.6% | $5,332-76.2% | $4,296-70.5% |