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 | $16,010 | $45,073-64.5% | $69,455-76.9% | $72,985-78.1% |
| Participation rate | 73.1% | 68.5%+4.6pp | 74.6%-1.5pp | 69.5%+3.6pp |
| Annual return | 21.54% | 22.65%-1.1pp | 28.97%-7.4pp | 81.00%-59.5pp |
| Employer contribution / active EE | $1,842 | $2,054-10.3% | $2,779-33.7% | $2,440-24.5% |
| Participant deferral / active EE | $2,815 | $2,602+8.2% | $3,535-20.4% | $3,607-22.0% |
| Admin fee / account holder | $2,454 | $3,056-19.7% | $3,839-36.1% | $5,124-52.1% |