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 6-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 | $17,158 | $60,022-71.4% | $88,946-80.7% | $84,808-79.8% |
| Participation rate | 88.2% | 57.8%+30.4pp | 68.8%+19.4pp | 68.3%+19.9pp |
| Annual return | 19.80% | 22.43%-2.6pp | 57.82%-38.0pp | 40.90%-21.1pp |
| Employer contribution / active EE | $823 | $1,703-51.7% | $2,555-67.8% | $2,631-68.7% |
| Participant deferral / active EE | $2,258 | $3,114-27.5% | $4,581-50.7% | $4,212-46.4% |
| Admin fee / account holder | $325 | $4,811-93.2% | $8,261-96.1% | $7,344-95.6% |