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 | $22,109 | $50,958-56.6% | $74,550-70.3% | $64,186-65.6% |
| Participation rate | 82.4% | 61.1%+21.3pp | 69.1%+13.2pp | 69.6%+12.8pp |
| Annual return | 7.48% | -1.86%+9.3pp | 32.53%-25.0pp | 7.63%-0.2pp |
| Employer contribution / active EE | $826 | $1,115-26.0% | $1,961-57.9% | $2,381-65.3% |
| Participant deferral / active EE | $2,540 | $2,301+10.4% | $3,108-18.3% | $3,470-26.8% |
| Admin fee / account holder | $386 | $4,223-90.9% | $5,060-92.4% | $4,888-92.1% |