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 7-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 | $17,395 | $60,892-71.4% | $82,389-78.9% | $84,808-79.5% |
| Participation rate | 86.2% | 63.3%+22.9pp | 69.5%+16.7pp | 68.3%+17.9pp |
| Annual return | 16.14% | 37.29%-21.2pp | 28.67%-12.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,059 | $1,779-40.5% | $2,517-57.9% | $2,631-59.8% |
| Participant deferral / active EE | $2,745 | $3,179-13.6% | $4,155-33.9% | $4,212-34.8% |
| Admin fee / account holder | $733 | $5,467-86.6% | $7,231-89.9% | $7,344-90.0% |