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 | $2,398 | $20,316-88.2% | $66,042-96.4% | $74,304-96.8% |
| Participation rate | 78.1% | 62.8%+15.3pp | 67.5%+10.6pp | 60.3%+17.7pp |
| Annual return | 25.56% | 28.10%-2.5pp | 52.11%-26.6pp | 29.43%-3.9pp |
| Employer contribution / active EE | $247 | $745-66.9% | $1,579-84.4% | $2,241-89.0% |
| Participant deferral / active EE | $907 | $1,615-43.8% | $2,835-68.0% | $3,767-75.9% |
| Admin fee / account holder | $388 | $1,668-76.8% | $5,747-93.3% | $2,969-86.9% |