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 | $20,563 | $39,122-47.4% | $57,179-64.0% | $62,891-67.3% |
| Participation rate | 88.4% | 70.5%+17.9pp | 75.3%+13.0pp | 69.3%+19.1pp |
| Annual return | 5.06% | 9.23%-4.2pp | 14.59%-9.5pp | 20.14%-15.1pp |
| Employer contribution / active EE | $2,088 | $1,874+11.4% | $2,682-22.2% | $2,281-8.4% |
| Participant deferral / active EE | $1,124 | $2,374-52.7% | $3,096-63.7% | $3,203-64.9% |
| Admin fee / account holder | $1,125 | $2,592-56.6% | $3,139-64.2% | $4,296-73.8% |