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 | $20,339 | $46,869-56.6% | $122,332-83.4% | $70,131-71.0% |
| Participation rate | 81.1% | 58.2%+22.9pp | 71.6%+9.4pp | 69.5%+11.5pp |
| Annual return | 13.85% | 24.22%-10.4pp | 30.27%-16.4pp | 73.14%-59.3pp |
| Employer contribution / active EE | $1,223 | $1,288-5.0% | $4,050-69.8% | $2,342-47.8% |
| Participant deferral / active EE | $2,510 | $2,166+15.9% | $3,287-23.6% | $3,332-24.7% |
| Admin fee / account holder | $4,289 | $3,322+29.1% | $5,478-21.7% | $4,645-7.7% |