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 | $26,158 | $55,706-53.0% | $75,886-65.5% | $72,985-64.2% |
| Participation rate | 75.7% | 61.1%+14.5pp | 69.3%+6.4pp | 69.5%+6.2pp |
| Annual return | 18.13% | 27.59%-9.5pp | 30.76%-12.6pp | 81.00%-62.9pp |
| Employer contribution / active EE | $935 | $1,687-44.6% | $2,500-62.6% | $2,440-61.7% |
| Participant deferral / active EE | $3,056 | $2,634+16.0% | $3,603-15.2% | $3,607-15.3% |
| Admin fee / account holder | $1,450 | $3,978-63.5% | $5,418-73.2% | $5,124-71.7% |