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 | $21,417 | $64,517-66.8% | $81,438-73.7% | $80,874-73.5% |
| Participation rate | 94.0% | 63.9%+30.1pp | 69.5%+24.5pp | 67.6%+26.4pp |
| Annual return | 10.34% | 16.35%-6.0pp | 24.74%-14.4pp | 35.62%-25.3pp |
| Employer contribution / active EE | $1,021 | $1,982-48.5% | $2,460-58.5% | $2,756-62.9% |
| Participant deferral / active EE | $2,471 | $3,096-20.2% | $3,883-36.4% | $4,297-42.5% |
| Admin fee / account holder | $1,341 | $5,677-76.4% | $5,764-76.7% | $6,935-80.7% |