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 | $23,870 | $47,848-50.1% | $81,478-70.7% | $70,131-66.0% |
| Participation rate | 82.5% | 58.3%+24.2pp | 68.0%+14.5pp | 69.5%+12.9pp |
| Annual return | 13.19% | 27.25%-14.1pp | 38.78%-25.6pp | 73.14%-59.9pp |
| Employer contribution / active EE | $814 | $1,527-46.7% | $2,568-68.3% | $2,342-65.2% |
| Participant deferral / active EE | $2,594 | $2,453+5.8% | $3,537-26.6% | $3,332-22.1% |
| Admin fee / account holder | $708 | $3,145-77.5% | $4,561-84.5% | $4,645-84.8% |