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 | $34,458 | $65,685-47.5% | $57,179-39.7% | $273,961-87.4% |
| Participation rate | 92.9% | 78.3%+14.5pp | 75.3%+17.5pp | 83.0%+9.8pp |
| Annual return | 1.86% | 21.99%-20.1pp | 14.59%-12.7pp | 41.45%-39.6pp |
| Employer contribution / active EE | $1,023 | $3,279-68.8% | $2,682-61.9% | $4,869-79.0% |
| Participant deferral / active EE | $1,521 | $3,782-59.8% | $3,096-50.9% | $5,287-71.2% |
| Admin fee / account holder | $3,167 | $4,835-34.5% | $3,139+0.9% | $10,132-68.7% |