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 | $46,612 | $51,175-8.9% | $70,515-33.9% | $75,163-38.0% |
| Participation rate | 77.4% | 60.9%+16.4pp | 68.3%+9.0pp | 67.2%+10.2pp |
| Annual return | 14.28% | 30.02%-15.7pp | 32.77%-18.5pp | 160.62%-146.3pp |
| Employer contribution / active EE | $970 | $1,826-46.9% | $2,973-67.4% | $2,670-63.7% |
| Participant deferral / active EE | $3,246 | $2,849+13.9% | $4,567-28.9% | $4,125-21.3% |
| Admin fee / account holder | $2,626 | $4,091-35.8% | $6,412-59.0% | $5,651-53.5% |