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 | $18,219 | $39,122-53.4% | $57,179-68.1% | $62,891-71.0% |
| Participation rate | 84.4% | 70.5%+13.9pp | 75.3%+9.1pp | 69.3%+15.1pp |
| Annual return | 2.47% | 9.23%-6.8pp | 14.59%-12.1pp | 20.14%-17.7pp |
| Employer contribution / active EE | $977 | $1,874-47.9% | $2,682-63.6% | $2,281-57.2% |
| Participant deferral / active EE | $2,040 | $2,374-14.1% | $3,096-34.1% | $3,203-36.3% |
| Admin fee / account holder | $632 | $2,592-75.6% | $3,139-79.9% | $4,296-85.3% |