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 | $19,295 | $57,016-66.2% | $84,966-77.3% | $80,856-76.1% |
| Participation rate | 78.5% | 56.3%+22.1pp | 67.5%+11.0pp | 67.6%+10.8pp |
| Annual return | 12.59% | 21.66%-9.1pp | 66.38%-53.8pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,434 | $1,798-20.2% | $2,727-47.4% | $2,755-47.9% |
| Participant deferral / active EE | $1,579 | $3,110-49.2% | $4,519-65.1% | $4,296-63.2% |
| Admin fee / account holder | $462 | $4,980-90.7% | $6,149-92.5% | $6,918-93.3% |