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 | $20,582 | $57,016-63.9% | $84,966-75.8% | $80,856-74.5% |
| Participation rate | 96.7% | 56.3%+40.3pp | 67.5%+29.2pp | 67.6%+29.0pp |
| Annual return | 11.96% | 21.66%-9.7pp | 66.38%-54.4pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,851 | $1,798+3.0% | $2,727-32.1% | $2,755-32.8% |
| Participant deferral / active EE | $3,334 | $3,110+7.2% | $4,519-26.2% | $4,296-22.4% |
| Admin fee / account holder | $1,071 | $4,980-78.5% | $6,149-82.6% | $6,918-84.5% |