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 | $26,486 | $60,349-56.1% | $74,183-64.3% | $62,891-57.9% |
| Participation rate | 90.3% | 72.7%+17.6pp | 76.6%+13.7pp | 69.3%+21.0pp |
| Annual return | 7.86% | 21.37%-13.5pp | 17.74%-9.9pp | 20.14%-12.3pp |
| Employer contribution / active EE | $368 | $1,680-78.1% | $2,370-84.5% | $2,281-83.8% |
| Participant deferral / active EE | $1,972 | $2,856-31.0% | $3,550-44.5% | $3,203-38.4% |
| Admin fee / account holder | $1,587 | $4,261-62.8% | $5,586-71.6% | $4,296-63.1% |