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 | $18,114 | $45,073-59.8% | $69,455-73.9% | $72,985-75.2% |
| Participation rate | 93.2% | 68.5%+24.7pp | 74.6%+18.6pp | 69.5%+23.7pp |
| Annual return | 6.70% | 22.65%-16.0pp | 28.97%-22.3pp | 81.00%-74.3pp |
| Employer contribution / active EE | $1,059 | $2,054-48.5% | $2,779-61.9% | $2,440-56.6% |
| Participant deferral / active EE | $4,145 | $2,602+59.3% | $3,535+17.2% | $3,607+14.9% |
| Admin fee / account holder | $703 | $3,056-77.0% | $3,839-81.7% | $5,124-86.3% |