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 | $38,583 | $58,828-34.4% | $77,999-50.5% | $62,891-38.7% |
| Participation rate | 90.5% | 71.1%+19.4pp | 75.5%+15.0pp | 69.3%+21.2pp |
| Annual return | 6.86% | 17.16%-10.3pp | 425.96%-419.1pp | 20.14%-13.3pp |
| Employer contribution / active EE | $689 | $1,672-58.8% | $2,470-72.1% | $2,281-69.8% |
| Participant deferral / active EE | $3,180 | $2,686+18.4% | $3,497-9.0% | $3,203-0.7% |
| Admin fee / account holder | $5,493 | $4,393+25.0% | $5,480+0.2% | $4,296+27.9% |