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 | $21,999 | $49,227-55.3% | $70,449-68.8% | $79,858-72.5% |
| Participation rate | 74.2% | 69.2%+5.0pp | 75.1%-0.9pp | 69.6%+4.6pp |
| Annual return | 6.43% | 30.06%-23.6pp | 109.03%-102.6pp | 31.71%-25.3pp |
| Employer contribution / active EE | $689 | $2,099-67.2% | $2,737-74.8% | $2,471-72.1% |
| Participant deferral / active EE | $3,165 | $2,768+14.4% | $3,709-14.7% | $3,740-15.4% |
| Admin fee / account holder | $1,763 | $2,878-38.7% | $3,845-54.1% | $5,306-66.8% |