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 | $35,160 | $40,256-12.7% | $57,343-38.7% | $59,632-41.0% |
| Participation rate | 75.6% | 69.2%+6.4pp | 75.1%+0.5pp | 68.7%+6.9pp |
| Annual return | 0.51% | 27.49%-27.0pp | 24.39%-23.9pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $2,831 | $1,922+47.3% | $2,689+5.3% | $2,203+28.5% |
| Participant deferral / active EE | $4,731 | $2,399+97.2% | $3,162+49.6% | $3,192+48.2% |
| Admin fee / account holder | $6,944 | $2,818+146.5% | $3,356+106.9% | $4,297+61.6% |