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 | $29,736 | $39,122-24.0% | $57,179-48.0% | $62,891-52.7% |
| Participation rate | 82.1% | 70.5%+11.6pp | 75.3%+6.8pp | 69.3%+12.8pp |
| Annual return | 5.53% | 9.23%-3.7pp | 14.59%-9.1pp | 20.14%-14.6pp |
| Employer contribution / active EE | $820 | $1,874-56.3% | $2,682-69.4% | $2,281-64.1% |
| Participant deferral / active EE | $3,922 | $2,374+65.2% | $3,096+26.7% | $3,203+22.4% |
| Admin fee / account holder | $3,497 | $2,592+34.9% | $3,139+11.4% | $4,296-18.6% |