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 5-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 | $24,464 | $60,022-59.2% | $88,946-72.5% | $84,808-71.2% |
| Participation rate | 81.0% | 57.8%+23.1pp | 68.8%+12.1pp | 68.3%+12.6pp |
| Annual return | 16.30% | 22.43%-6.1pp | 57.82%-41.5pp | 40.90%-24.6pp |
| Employer contribution / active EE | $1,042 | $1,703-38.8% | $2,555-59.2% | $2,631-60.4% |
| Participant deferral / active EE | $4,328 | $3,114+39.0% | $4,581-5.5% | $4,212+2.8% |
| Admin fee / account holder | $1,898 | $4,811-60.5% | $8,261-77.0% | $7,344-74.2% |