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 | $28,369 | $79,944-64.5% | $98,439-71.2% | $75,163-62.3% |
| Participation rate | 94.2% | 70.4%+23.9pp | 75.2%+19.1pp | 67.2%+27.0pp |
| Annual return | 16.93% | 19.75%-2.8pp | 21.16%-4.2pp | 160.62%-143.7pp |
| Employer contribution / active EE | $2,050 | $2,264-9.4% | $3,048-32.7% | $2,670-23.2% |
| Participant deferral / active EE | $3,609 | $3,752-3.8% | $4,738-23.8% | $4,125-12.5% |
| Admin fee / account holder | $2,519 | $6,840-63.2% | $8,948-71.8% | $5,651-55.4% |