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 | $30,053 | $87,540-65.7% | $75,781-60.3% | $125,391-76.0% |
| Participation rate | 95.5% | 80.2%+15.3pp | 75.8%+19.6pp | 83.2%+12.3pp |
| Annual return | 1.51% | 13.48%-12.0pp | 9.68%-8.2pp | 282.22%-280.7pp |
| Employer contribution / active EE | $1,876 | $3,930-52.3% | $3,323-43.6% | $4,866-61.5% |
| Participant deferral / active EE | $4,166 | $4,229-1.5% | $3,651+14.1% | $5,352-22.2% |
| Admin fee / account holder | $1,196 | $6,502-81.6% | $5,299-77.4% | $9,540-87.5% |