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 | $29,332 | $96,956-69.7% | $70,014-58.1% | $273,961-89.3% |
| Participation rate | 73.3% | 77.1%-3.7pp | 71.8%+1.5pp | 83.0%-9.7pp |
| Annual return | 8.96% | 12.93%-4.0pp | 12.99%-4.0pp | 41.45%-32.5pp |
| Employer contribution / active EE | $1,328 | $3,316-59.9% | $2,338-43.2% | $4,869-72.7% |
| Participant deferral / active EE | $3,391 | $3,744-9.4% | $2,931+15.7% | $5,287-35.9% |
| Admin fee / account holder | $702 | $7,934-91.2% | $4,380-84.0% | $10,132-93.1% |