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 | $37,096 | $72,012-48.5% | $185,823-80.0% | $79,858-53.5% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 17.04% | 23.12%-6.1pp | 35.95%-18.9pp | 31.71%-14.7pp |
| Employer contribution / active EE | $512 | $1,965-73.9% | $4,087-87.5% | $2,471-79.3% |
| Participant deferral / active EE | $1,704 | $3,779-54.9% | $5,632-69.7% | $3,740-54.4% |
| Admin fee / account holder | $4,857 | $4,513+7.6% | $9,500-48.9% | $5,306-8.5% |