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 4-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 | $17,868 | $45,073-60.4% | $69,455-74.3% | $72,985-75.5% |
| Participation rate | 92.7% | 68.5%+24.2pp | 74.6%+18.1pp | 69.5%+23.2pp |
| Annual return | 19.10% | 22.65%-3.5pp | 28.97%-9.9pp | 81.00%-61.9pp |
| Employer contribution / active EE | $444 | $2,054-78.4% | $2,779-84.0% | $2,440-81.8% |
| Participant deferral / active EE | $2,200 | $2,602-15.5% | $3,535-37.8% | $3,607-39.0% |
| Admin fee / account holder | $711 | $3,056-76.7% | $3,839-81.5% | $5,124-86.1% |