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 7-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 | $30,278 | $48,750-37.9% | $88,946-66.0% | $74,304-59.3% |
| Participation rate | 70.2% | 44.5%+25.7pp | 68.8%+1.3pp | 60.3%+9.8pp |
| Annual return | 19.98% | 25.91%-5.9pp | 57.82%-37.8pp | 29.43%-9.5pp |
| Employer contribution / active EE | $480 | $1,255-61.8% | $2,555-81.2% | $2,241-78.6% |
| Participant deferral / active EE | $2,460 | $2,423+1.5% | $4,581-46.3% | $3,767-34.7% |
| Admin fee / account holder | $1,809 | $3,756-51.8% | $8,261-78.1% | $2,969-39.1% |