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 | $25,695 | $46,869-45.2% | $122,332-79.0% | $70,131-63.4% |
| Participation rate | 70.8% | 58.2%+12.6pp | 71.6%-0.8pp | 69.5%+1.3pp |
| Annual return | 21.23% | 24.22%-3.0pp | 30.27%-9.0pp | 73.14%-51.9pp |
| Employer contribution / active EE | $853 | $1,288-33.8% | $4,050-78.9% | $2,342-63.6% |
| Participant deferral / active EE | $1,838 | $2,166-15.2% | $3,287-44.1% | $3,332-44.8% |
| Admin fee / account holder | $1,264 | $3,322-61.9% | $5,478-76.9% | $4,645-72.8% |