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 | $35,040 | $62,586-44.0% | $76,768-54.4% | $64,186-45.4% |
| Participation rate | 86.0% | 72.8%+13.2pp | 77.0%+9.1pp | 69.6%+16.5pp |
| Annual return | 9.15% | -1.95%+11.1pp | 2.43%+6.7pp | 7.63%+1.5pp |
| Employer contribution / active EE | $858 | $1,832-53.2% | $2,485-65.5% | $2,381-64.0% |
| Participant deferral / active EE | $1,867 | $3,145-40.6% | $3,852-51.5% | $3,470-46.2% |
| Admin fee / account holder | $1,891 | $4,667-59.5% | $6,675-71.7% | $4,888-61.3% |