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 | $24,222 | $71,883-66.3% | $86,677-72.1% | $68,494-64.6% |
| Participation rate | 74.1% | 72.2%+1.9pp | 76.6%-2.4pp | 67.9%+6.2pp |
| Annual return | 2.38% | 3.52%-1.1pp | 35.91%-33.5pp | -7.84%+10.2pp |
| Employer contribution / active EE | $1,620 | $2,173-25.4% | $2,836-42.9% | $2,596-37.6% |
| Participant deferral / active EE | $2,891 | $3,779-23.5% | $4,656-37.9% | $4,027-28.2% |
| Admin fee / account holder | $1,582 | $6,112-74.1% | $7,493-78.9% | $5,403-70.7% |