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 | $23,266 | $62,586-62.8% | $76,768-69.7% | $64,186-63.8% |
| Participation rate | 85.7% | 72.8%+12.9pp | 77.0%+8.8pp | 69.6%+16.1pp |
| Annual return | 8.35% | -1.95%+10.3pp | 2.43%+5.9pp | 7.63%+0.7pp |
| Employer contribution / active EE | $2,780 | $1,832+51.8% | $2,485+11.9% | $2,381+16.8% |
| Participant deferral / active EE | $1,914 | $3,145-39.1% | $3,852-50.3% | $3,470-44.8% |
| Admin fee / account holder | $3,348 | $4,667-28.3% | $6,675-49.8% | $4,888-31.5% |