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 | $22,192 | $55,002-59.7% | $59,878-62.9% | $56,287-60.6% |
| Participation rate | 96.2% | 75.9%+20.3pp | 74.7%+21.5pp | 69.9%+26.4pp |
| Annual return | 9.73% | 1.13%+8.6pp | 3.46%+6.3pp | -9.96%+19.7pp |
| Employer contribution / active EE | $1,140 | $2,448-53.4% | $2,722-58.1% | $2,111-46.0% |
| Participant deferral / active EE | $2,024 | $3,121-35.1% | $3,402-40.5% | $3,350-39.6% |
| Admin fee / account holder | $1,230 | $236+421.9% | $3,590-65.7% | $521+136.2% |