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 | $45,001 | $58,512-23.1% | $84,015-46.4% | $72,985-38.3% |
| Participation rate | 91.4% | 61.2%+30.2pp | 69.0%+22.4pp | 69.5%+21.9pp |
| Annual return | 22.61% | 28.93%-6.3pp | 71.31%-48.7pp | 81.00%-58.4pp |
| Employer contribution / active EE | $570 | $1,163-51.0% | $1,983-71.3% | $2,440-76.6% |
| Participant deferral / active EE | $1,369 | $2,394-42.8% | $3,239-57.7% | $3,607-62.1% |
| Admin fee / account holder | $5,815 | $4,569+27.3% | $6,101-4.7% | $5,124+13.5% |