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 | $10,546 | $58,627-82.0% | $76,735-86.3% | $82,448-87.2% |
| Participation rate | 93.3% | 63.2%+30.1pp | 69.5%+23.8pp | 68.1%+25.3pp |
| Annual return | 15.36% | 39.10%-23.7pp | 29.77%-14.4pp | 41.64%-26.3pp |
| Employer contribution / active EE | $1,342 | $1,729-22.4% | $2,454-45.3% | $2,551-47.4% |
| Participant deferral / active EE | $2,381 | $3,134-24.0% | $4,088-41.8% | $4,139-42.5% |
| Admin fee / account holder | $1,748 | $5,323-67.2% | $7,189-75.7% | $7,234-75.8% |