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 | $32,855 | $88,707-63.0% | $74,183-55.7% | $273,961-88.0% |
| Participation rate | 95.5% | 79.4%+16.0pp | 76.6%+18.8pp | 83.0%+12.4pp |
| Annual return | 7.20% | 11.94%-4.7pp | 17.74%-10.5pp | 41.45%-34.3pp |
| Employer contribution / active EE | $1,890 | $3,159-40.2% | $2,370-20.2% | $4,869-61.2% |
| Participant deferral / active EE | $4,903 | $4,212+16.4% | $3,550+38.1% | $5,287-7.3% |
| Admin fee / account holder | $3,492 | $8,717-59.9% | $5,586-37.5% | $10,132-65.5% |