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 | $39,379 | $76,367-48.4% | $93,606-57.9% | $72,985-46.0% |
| Participation rate | 89.1% | 71.7%+17.4pp | 75.8%+13.3pp | 69.5%+19.6pp |
| Annual return | 20.58% | 25.82%-5.2pp | 32.76%-12.2pp | 81.00%-60.4pp |
| Employer contribution / active EE | $835 | $2,275-63.3% | $2,718-69.3% | $2,440-65.8% |
| Participant deferral / active EE | $1,470 | $3,538-58.4% | $4,069-63.9% | $3,607-59.2% |
| Admin fee / account holder | $515 | $6,838-92.5% | $7,888-93.5% | $5,124-90.0% |