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 | $23,222 | $56,897-59.2% | $84,750-72.6% | $62,891-63.1% |
| Participation rate | 88.9% | 68.5%+20.4pp | 76.6%+12.3pp | 69.3%+19.6pp |
| Annual return | 5.34% | 6.30%-1.0pp | 22.78%-17.4pp | 20.14%-14.8pp |
| Employer contribution / active EE | $1,590 | $2,400-33.7% | $3,574-55.5% | $2,281-30.3% |
| Participant deferral / active EE | $2,348 | $2,709-13.3% | $3,712-36.7% | $3,203-26.7% |
| Admin fee / account holder | $599 | $3,581-83.3% | $5,332-88.8% | $4,296-86.1% |