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 | $21,985 | $99,341-77.9% | $84,750-74.1% | $273,961-92.0% |
| Participation rate | 84.6% | 80.7%+3.9pp | 76.6%+8.0pp | 83.0%+1.6pp |
| Annual return | 8.61% | 22.93%-14.3pp | 22.78%-14.2pp | 41.45%-32.8pp |
| Employer contribution / active EE | $752 | $4,214-82.2% | $3,574-79.0% | $4,869-84.6% |
| Participant deferral / active EE | $1,148 | $4,269-73.1% | $3,712-69.1% | $5,287-78.3% |
| Admin fee / account holder | $5,453 | $6,644-17.9% | $5,332+2.3% | $10,132-46.2% |