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 | $28,008 | $72,492-61.4% | $87,100-67.8% | $72,985-61.6% |
| Participation rate | 94.3% | 72.8%+21.5pp | 76.9%+17.4pp | 69.5%+24.8pp |
| Annual return | 18.77% | 24.46%-5.7pp | 28.19%-9.4pp | 81.00%-62.2pp |
| Employer contribution / active EE | $529 | $1,894-72.1% | $2,521-79.0% | $2,440-78.3% |
| Participant deferral / active EE | $1,967 | $3,270-39.8% | $4,049-51.4% | $3,607-45.5% |
| Admin fee / account holder | $3,359 | $5,055-33.5% | $7,497-55.2% | $5,124-34.4% |