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 | $19,699 | $45,035-56.3% | $62,995-68.7% | $70,131-71.9% |
| Participation rate | 86.4% | 69.5%+16.8pp | 74.8%+11.6pp | 69.5%+16.8pp |
| Annual return | 17.59% | 18.76%-1.2pp | 87.57%-70.0pp | 73.14%-55.6pp |
| Employer contribution / active EE | $1,489 | $2,051-27.4% | $2,759-46.0% | $2,342-36.4% |
| Participant deferral / active EE | $2,650 | $2,465+7.5% | $3,329-20.4% | $3,332-20.5% |
| Admin fee / account holder | $1,486 | $2,834-47.6% | $3,600-58.7% | $4,645-68.0% |