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 | $45,758 | $57,065-19.8% | $75,670-39.5% | $70,131-34.8% |
| Participation rate | 91.7% | 68.1%+23.6pp | 72.3%+19.3pp | 69.5%+22.1pp |
| Annual return | 18.03% | 23.57%-5.5pp | 27.34%-9.3pp | 73.14%-55.1pp |
| Employer contribution / active EE | $609 | $1,817-66.5% | $2,352-74.1% | $2,342-74.0% |
| Participant deferral / active EE | $2,056 | $2,580-20.3% | $3,142-34.6% | $3,332-38.3% |
| Admin fee / account holder | $703 | $3,825-81.6% | $5,800-87.9% | $4,645-84.9% |