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 | $15,220 | $48,076-68.3% | $78,689-80.7% | $62,891-75.8% |
| Participation rate | 72.1% | 65.2%+6.9pp | 73.6%-1.5pp | 69.3%+2.8pp |
| Annual return | 7.17% | 31.35%-24.2pp | 62.18%-55.0pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,251 | $2,015-37.9% | $2,851-56.1% | $2,281-45.1% |
| Participant deferral / active EE | $2,761 | $2,588+6.7% | $3,517-21.5% | $3,203-13.8% |
| Admin fee / account holder | $1,945 | $3,207-39.4% | $4,510-56.9% | $4,296-54.7% |