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 3-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 | $19,065 | $48,230-60.5% | $67,502-71.8% | $80,856-76.4% |
| Participation rate | 73.0% | 66.4%+6.6pp | 72.9%+0.1pp | 67.6%+5.3pp |
| Annual return | 15.16% | 18.28%-3.1pp | 3512.12%-3497.0pp | 35.59%-20.4pp |
| Employer contribution / active EE | $941 | $2,020-53.4% | $2,731-65.5% | $2,755-65.8% |
| Participant deferral / active EE | $2,186 | $2,924-25.2% | $4,000-45.3% | $4,296-49.1% |
| Admin fee / account holder | $579 | $3,681-84.3% | $3,998-85.5% | $6,918-91.6% |