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 | $36,035 | $74,927-51.9% | $101,794-64.6% | $84,808-57.5% |
| Participation rate | 90.6% | 61.4%+29.2pp | 69.2%+21.4pp | 68.3%+22.3pp |
| Annual return | 18.63% | 18.70%-0.1pp | 30.53%-11.9pp | 40.90%-22.3pp |
| Employer contribution / active EE | $603 | $1,522-60.4% | $2,289-73.7% | $2,631-77.1% |
| Participant deferral / active EE | $4,737 | $3,099+52.8% | $4,084+16.0% | $4,212+12.5% |
| Admin fee / account holder | $2,342 | $6,514-64.0% | $8,777-73.3% | $7,344-68.1% |