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 | $16,575 | $47,848-65.4% | $81,478-79.7% | $70,131-76.4% |
| Participation rate | 86.3% | 58.3%+28.0pp | 68.0%+18.3pp | 69.5%+16.7pp |
| Annual return | 26.09% | 27.25%-1.2pp | 38.78%-12.7pp | 73.14%-47.1pp |
| Employer contribution / active EE | $304 | $1,527-80.1% | $2,568-88.2% | $2,342-87.0% |
| Participant deferral / active EE | $1,736 | $2,453-29.2% | $3,537-50.9% | $3,332-47.9% |
| Admin fee / account holder | $1,926 | $3,145-38.8% | $4,561-57.8% | $4,645-58.5% |