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 | $22,869 | $57,590-60.3% | $86,233-73.5% | $82,448-72.3% |
| Participation rate | 76.9% | 57.9%+19.1pp | 69.0%+7.9pp | 68.1%+8.9pp |
| Annual return | 17.94% | 22.41%-4.5pp | 61.39%-43.4pp | 41.64%-23.7pp |
| Employer contribution / active EE | $1,758 | $1,655+6.2% | $2,504-29.8% | $2,551-31.1% |
| Participant deferral / active EE | $2,497 | $3,080-18.9% | $4,559-45.2% | $4,139-39.7% |
| Admin fee / account holder | $394 | $4,730-91.7% | $8,342-95.3% | $7,234-94.6% |