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 | $31,502 | $58,828-46.5% | $77,999-59.6% | $62,891-49.9% |
| Participation rate | 70.2% | 71.1%-0.8pp | 75.5%-5.3pp | 69.3%+0.9pp |
| Annual return | 6.82% | 17.16%-10.3pp | 425.96%-419.1pp | 20.14%-13.3pp |
| Employer contribution / active EE | $343 | $1,672-79.5% | $2,470-86.1% | $2,281-85.0% |
| Participant deferral / active EE | $2,467 | $2,686-8.1% | $3,497-29.4% | $3,203-23.0% |
| Admin fee / account holder | $5,912 | $4,393+34.6% | $5,480+7.9% | $4,296+37.6% |