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 | $16,204 | $39,122-58.6% | $57,179-71.7% | $62,891-74.2% |
| Participation rate | 82.0% | 70.5%+11.5pp | 75.3%+6.6pp | 69.3%+12.7pp |
| Annual return | 7.02% | 9.23%-2.2pp | 14.59%-7.6pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,227 | $1,874-34.5% | $2,682-54.2% | $2,281-46.2% |
| Participant deferral / active EE | $2,467 | $2,374+3.9% | $3,096-20.3% | $3,203-23.0% |
| Admin fee / account holder | $638 | $2,592-75.4% | $3,139-79.7% | $4,296-85.2% |