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 | $48,038 | $61,605-22.0% | $112,229-57.2% | $75,163-36.1% |
| Participation rate | 72.0% | 61.7%+10.3pp | 72.4%-0.4pp | 67.2%+4.8pp |
| Annual return | 18.52% | 28.47%-9.9pp | 30.20%-11.7pp | 160.62%-142.1pp |
| Employer contribution / active EE | $986 | $2,015-51.1% | $3,430-71.3% | $2,670-63.1% |
| Participant deferral / active EE | $3,582 | $3,108+15.2% | $4,798-25.3% | $4,125-13.2% |
| Admin fee / account holder | $448 | $4,862-90.8% | $7,748-94.2% | $5,651-92.1% |