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 4-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 | $18,182 | $95,266-80.9% | $82,389-77.9% | $142,382-87.2% |
| Participation rate | 70.6% | 74.5%-3.9pp | 69.5%+1.0pp | 80.1%-9.5pp |
| Annual return | 23.40% | 25.74%-2.3pp | 28.67%-5.3pp | 217.08%-193.7pp |
| Employer contribution / active EE | $1,213 | $2,991-59.4% | $2,517-51.8% | $4,299-71.8% |
| Participant deferral / active EE | $2,318 | $4,809-51.8% | $4,155-44.2% | $6,507-64.4% |
| Admin fee / account holder | $1,831 | $8,563-78.6% | $7,231-74.7% | $12,624-85.5% |