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 | $46,281 | $59,101-21.7% | $77,163-40.0% | $75,163-38.4% |
| Participation rate | 82.5% | 63.9%+18.6pp | 69.6%+12.9pp | 67.2%+15.3pp |
| Annual return | 18.83% | 26.71%-7.9pp | 37.87%-19.0pp | 160.62%-141.8pp |
| Employer contribution / active EE | $436 | $1,995-78.1% | $2,535-82.8% | $2,670-83.7% |
| Participant deferral / active EE | $2,443 | $2,999-18.5% | $3,833-36.3% | $4,125-40.8% |
| Admin fee / account holder | $5,519 | $4,774+15.6% | $5,472+0.9% | $5,651-2.3% |