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 | $31,589 | $72,492-56.4% | $87,100-63.7% | $72,985-56.7% |
| Participation rate | 86.8% | 72.8%+14.0pp | 76.9%+10.0pp | 69.5%+17.4pp |
| Annual return | 18.50% | 24.46%-6.0pp | 28.19%-9.7pp | 81.00%-62.5pp |
| Employer contribution / active EE | $1,141 | $1,894-39.7% | $2,521-54.7% | $2,440-53.2% |
| Participant deferral / active EE | $2,218 | $3,270-32.2% | $4,049-45.2% | $3,607-38.5% |
| Admin fee / account holder | $5,194 | $5,055+2.8% | $7,497-30.7% | $5,124+1.4% |