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 | $23,689 | $58,512-59.5% | $84,015-71.8% | $72,985-67.5% |
| Participation rate | 81.7% | 61.2%+20.4pp | 69.0%+12.7pp | 69.5%+12.2pp |
| Annual return | 23.17% | 28.93%-5.8pp | 71.31%-48.1pp | 81.00%-57.8pp |
| Employer contribution / active EE | $957 | $1,163-17.7% | $1,983-51.8% | $2,440-60.8% |
| Participant deferral / active EE | $1,476 | $2,394-38.3% | $3,239-54.4% | $3,607-59.1% |
| Admin fee / account holder | $1,938 | $4,569-57.6% | $6,101-68.2% | $5,124-62.2% |