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 3-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 | $10,218 | $60,892-83.2% | $82,389-87.6% | $84,808-88.0% |
| Participation rate | 75.5% | 63.3%+12.2pp | 69.5%+6.0pp | 68.3%+7.2pp |
| Annual return | 21.68% | 37.29%-15.6pp | 28.67%-7.0pp | 40.90%-19.2pp |
| Employer contribution / active EE | $1,114 | $1,779-37.4% | $2,517-55.7% | $2,631-57.6% |
| Participant deferral / active EE | $2,700 | $3,179-15.1% | $4,155-35.0% | $4,212-35.9% |
| Admin fee / account holder | $888 | $5,467-83.8% | $7,231-87.7% | $7,344-87.9% |