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 | $19,122 | $56,897-66.4% | $84,750-77.4% | $62,891-69.6% |
| Participation rate | 75.9% | 68.5%+7.3pp | 76.6%-0.7pp | 69.3%+6.6pp |
| Annual return | 8.77% | 6.30%+2.5pp | 22.78%-14.0pp | 20.14%-11.4pp |
| Employer contribution / active EE | $2,300 | $2,400-4.1% | $3,574-35.6% | $2,281+0.8% |
| Participant deferral / active EE | $1,895 | $2,709-30.0% | $3,712-48.9% | $3,203-40.8% |
| Admin fee / account holder | $1,749 | $3,581-51.1% | $5,332-67.2% | $4,296-59.3% |