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 | $14,801 | $43,327-65.8% | $59,878-75.3% | $64,186-76.9% |
| Participation rate | 93.9% | 69.2%+24.7pp | 74.7%+19.2pp | 69.6%+24.3pp |
| Annual return | 6.18% | -1.55%+7.7pp | 3.46%+2.7pp | 7.63%-1.5pp |
| Employer contribution / active EE | $906 | $2,028-55.3% | $2,722-66.7% | $2,381-61.9% |
| Participant deferral / active EE | $3,256 | $2,546+27.9% | $3,402-4.3% | $3,470-6.2% |
| Admin fee / account holder | $1,575 | $3,005-47.6% | $3,590-56.1% | $4,888-67.8% |