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 | $19,338 | $73,867-73.8% | $143,757-86.5% | $68,494-71.8% |
| Participation rate | 80.0% | 66.7%+13.3pp | 80.3%-0.3pp | 67.9%+12.1pp |
| Annual return | 0.89% | 1.01%-0.1pp | -0.04%+0.9pp | -7.84%+8.7pp |
| Employer contribution / active EE | $881 | $3,184-72.3% | $4,951-82.2% | $2,596-66.1% |
| Participant deferral / active EE | $1,040 | $3,384-69.3% | $5,637-81.6% | $4,027-74.2% |
| Admin fee / account holder | $957 | $5,755-83.4% | $14,673-93.5% | $5,403-82.3% |