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 8-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 | $17,368 | $63,764-72.8% | $81,930-78.8% | $79,858-78.3% |
| Participation rate | 85.7% | 67.5%+18.2pp | 72.0%+13.7pp | 69.6%+16.1pp |
| Annual return | 14.84% | 22.66%-7.8pp | 29.49%-14.6pp | 31.71%-16.9pp |
| Employer contribution / active EE | $1,189 | $1,795-33.8% | $4,310-72.4% | $2,471-51.9% |
| Participant deferral / active EE | $2,744 | $2,780-1.3% | $7,107-61.4% | $3,740-26.6% |
| Admin fee / account holder | $2,145 | $4,426-51.5% | $5,158-58.4% | $5,306-59.6% |