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 | $27,363 | $67,606-59.5% | $82,313-66.8% | $70,131-61.0% |
| Participation rate | 82.1% | 72.8%+9.4pp | 76.9%+5.2pp | 69.5%+12.6pp |
| Annual return | 16.15% | 21.57%-5.4pp | 25.88%-9.7pp | 73.14%-57.0pp |
| Employer contribution / active EE | $1,338 | $1,755-23.7% | $2,428-44.9% | $2,342-42.9% |
| Participant deferral / active EE | $1,774 | $2,987-40.6% | $3,706-52.1% | $3,332-46.8% |
| Admin fee / account holder | $2,745 | $4,512-39.2% | $5,608-51.1% | $4,645-40.9% |