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 | $64,480-66.8% | $81,382-73.7% | $80,856-73.5% |
| Participation rate | 94.0% | 63.9%+30.1pp | 69.5%+24.5pp | 67.6%+26.4pp |
| Annual return | 10.34% | 16.34%-6.0pp | 24.73%-14.4pp | 35.59%-25.3pp |
| Employer contribution / active EE | $1,021 | $1,978-48.4% | $2,463-58.5% | $2,755-62.9% |
| Participant deferral / active EE | $2,471 | $3,094-20.1% | $3,883-36.4% | $4,296-42.5% |
| Admin fee / account holder | $1,341 | $5,671-76.4% | $5,768-76.8% | $6,918-80.6% |