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 | $26,404 | $45,035-41.4% | $62,995-58.1% | $70,131-62.3% |
| Participation rate | 81.3% | 69.5%+11.7pp | 74.8%+6.4pp | 69.5%+11.7pp |
| Annual return | 11.73% | 18.76%-7.0pp | 87.57%-75.8pp | 73.14%-61.4pp |
| Employer contribution / active EE | $629 | $2,051-69.3% | $2,759-77.2% | $2,342-73.1% |
| Participant deferral / active EE | $985 | $2,465-60.0% | $3,329-70.4% | $3,332-70.4% |
| Admin fee / account holder | $1,236 | $2,834-56.4% | $3,600-65.7% | $4,645-73.4% |