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 | $20,103 | $39,122-48.6% | $57,179-64.8% | $62,891-68.0% |
| Participation rate | 80.6% | 70.5%+10.1pp | 75.3%+5.3pp | 69.3%+11.3pp |
| Annual return | 34.42% | 9.23%+25.2pp | 14.59%+19.8pp | 20.14%+14.3pp |
| Employer contribution / active EE | $904 | $1,874-51.8% | $2,682-66.3% | $2,281-60.4% |
| Participant deferral / active EE | $2,377 | $2,374+0.2% | $3,096-23.2% | $3,203-25.8% |
| Admin fee / account holder | $341 | $2,592-86.8% | $3,139-89.1% | $4,296-92.1% |