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 | $31,190 | $49,025-36.4% | $87,507-64.4% | $62,891-50.4% |
| Participation rate | 97.1% | 64.9%+32.2pp | 73.8%+23.2pp | 69.3%+27.8pp |
| Annual return | 6.73% | 10.02%-3.3pp | 12.21%-5.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $1,029 | $1,372-25.0% | $2,550-59.6% | $2,281-54.9% |
| Participant deferral / active EE | $0 | $2,289-100.0% | $3,149-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,971 | $4,065-51.5% | $4,221-53.3% | $4,296-54.1% |