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 | $37,288 | $97,044-61.6% | $83,333-55.3% | $135,375-72.5% |
| Participation rate | 71.4% | 80.4%-9.0pp | 77.8%-6.3pp | 82.6%-11.2pp |
| Annual return | 5.98% | 12.31%-6.3pp | 10.63%-4.7pp | 519.73%-513.8pp |
| Employer contribution / active EE | $660 | $4,143-84.1% | $3,379-80.5% | $4,779-86.2% |
| Participant deferral / active EE | $2,108 | $5,964-64.7% | $5,565-62.1% | $5,609-62.4% |
| Admin fee / account holder | $349 | $8,380-95.8% | $7,510-95.4% | $10,827-96.8% |