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 | $26,058 | $58,828-55.7% | $77,999-66.6% | $62,891-58.6% |
| Participation rate | 83.7% | 71.1%+12.6pp | 75.5%+8.2pp | 69.3%+14.4pp |
| Annual return | 7.03% | 17.16%-10.1pp | 425.96%-418.9pp | 20.14%-13.1pp |
| Employer contribution / active EE | $387 | $1,672-76.8% | $2,470-84.3% | $2,281-83.0% |
| Participant deferral / active EE | $2,677 | $2,686-0.3% | $3,497-23.4% | $3,203-16.4% |
| Admin fee / account holder | $1,413 | $4,393-67.8% | $5,480-74.2% | $4,296-67.1% |