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 | $22,045 | $43,327-49.1% | $59,878-63.2% | $64,186-65.7% |
| Participation rate | 95.5% | 69.2%+26.3pp | 74.7%+20.8pp | 69.6%+25.9pp |
| Annual return | 5.78% | -1.55%+7.3pp | 3.46%+2.3pp | 7.63%-1.9pp |
| Employer contribution / active EE | $1,190 | $2,028-41.3% | $2,722-56.3% | $2,381-50.0% |
| Participant deferral / active EE | $2,204 | $2,546-13.4% | $3,402-35.2% | $3,470-36.5% |
| Admin fee / account holder | $1,350 | $3,005-55.1% | $3,590-62.4% | $4,888-72.4% |