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 | $24,945 | $88,707-71.9% | $74,183-66.4% | $273,961-90.9% |
| Participation rate | 90.5% | 79.4%+11.0pp | 76.6%+13.9pp | 83.0%+7.5pp |
| Annual return | 9.51% | 11.94%-2.4pp | 17.74%-8.2pp | 41.45%-31.9pp |
| Employer contribution / active EE | $2,053 | $3,159-35.0% | $2,370-13.4% | $4,869-57.8% |
| Participant deferral / active EE | $3,858 | $4,212-8.4% | $3,550+8.7% | $5,287-27.0% |
| Admin fee / account holder | $2,667 | $8,717-69.4% | $5,586-52.3% | $10,132-73.7% |