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 | $25,903 | $60,022-56.8% | $88,946-70.9% | $84,808-69.5% |
| Participation rate | 91.3% | 57.8%+33.5pp | 68.8%+22.5pp | 68.3%+23.0pp |
| Annual return | 14.38% | 22.43%-8.1pp | 57.82%-43.4pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,403 | $1,703-17.6% | $2,555-45.1% | $2,631-46.7% |
| Participant deferral / active EE | $3,010 | $3,114-3.3% | $4,581-34.3% | $4,212-28.5% |
| Admin fee / account holder | $4,979 | $4,811+3.5% | $8,261-39.7% | $7,344-32.2% |