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 | $27,481 | $105,630-74.0% | $87,507-68.6% | $273,961-90.0% |
| Participation rate | 87.5% | 78.2%+9.3pp | 73.8%+13.7pp | 83.0%+4.5pp |
| Annual return | 6.32% | 12.25%-5.9pp | 12.21%-5.9pp | 41.45%-35.1pp |
| Employer contribution / active EE | $919 | $3,141-70.7% | $2,550-63.9% | $4,869-81.1% |
| Participant deferral / active EE | $3,568 | $3,601-0.9% | $3,149+13.3% | $5,287-32.5% |
| Admin fee / account holder | $1,322 | $4,781-72.3% | $4,221-68.7% | $10,132-87.0% |