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 | $25,315 | $76,367-66.9% | $93,606-73.0% | $72,985-65.3% |
| Participation rate | 81.0% | 71.7%+9.3pp | 75.8%+5.2pp | 69.5%+11.5pp |
| Annual return | 18.47% | 25.82%-7.3pp | 32.76%-14.3pp | 81.00%-62.5pp |
| Employer contribution / active EE | $920 | $2,275-59.6% | $2,718-66.1% | $2,440-62.3% |
| Participant deferral / active EE | $1,731 | $3,538-51.1% | $4,069-57.5% | $3,607-52.0% |
| Admin fee / account holder | $2,235 | $6,838-67.3% | $7,888-71.7% | $5,124-56.4% |