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 | $27,571 | $45,035-38.8% | $62,995-56.2% | $70,131-60.7% |
| Participation rate | 96.6% | 69.5%+27.0pp | 74.8%+21.7pp | 69.5%+27.0pp |
| Annual return | 13.70% | 18.76%-5.1pp | 87.57%-73.9pp | 73.14%-59.4pp |
| Employer contribution / active EE | $821 | $2,051-60.0% | $2,759-70.2% | $2,342-65.0% |
| Participant deferral / active EE | $2,885 | $2,465+17.1% | $3,329-13.3% | $3,332-13.4% |
| Admin fee / account holder | $678 | $2,834-76.1% | $3,600-81.2% | $4,645-85.4% |