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 | $23,619 | $60,349-60.9% | $74,183-68.2% | $62,891-62.4% |
| Participation rate | 92.3% | 72.7%+19.6pp | 76.6%+15.7pp | 69.3%+23.0pp |
| Annual return | 5.88% | 21.37%-15.5pp | 17.74%-11.9pp | 20.14%-14.3pp |
| Employer contribution / active EE | $1,247 | $1,680-25.8% | $2,370-47.4% | $2,281-45.3% |
| Participant deferral / active EE | $1,519 | $2,856-46.8% | $3,550-57.2% | $3,203-52.6% |
| Admin fee / account holder | $375 | $4,261-91.2% | $5,586-93.3% | $4,296-91.3% |