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 | $18,240 | $53,018-65.6% | $70,014-73.9% | $62,891-71.0% |
| Participation rate | 80.3% | 67.2%+13.1pp | 71.8%+8.5pp | 69.3%+11.0pp |
| Annual return | 5.00% | 13.35%-8.3pp | 12.99%-8.0pp | 20.14%-15.1pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,706 | $2,395-28.8% | $2,931-41.8% | $3,203-46.7% |
| Admin fee / account holder | $906 | $3,690-75.4% | $4,380-79.3% | $4,296-78.9% |