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 | $23,118 | $53,777-57.0% | $134,143-82.8% | $79,858-71.1% |
| Participation rate | 82.5% | 58.8%+23.8pp | 72.2%+10.4pp | 69.6%+12.9pp |
| Annual return | 12.57% | 19.01%-6.4pp | 36.33%-23.8pp | 31.71%-19.1pp |
| Employer contribution / active EE | $1,842 | $1,321+39.4% | $3,704-50.3% | $2,471-25.5% |
| Participant deferral / active EE | $1,833 | $2,420-24.3% | $3,499-47.6% | $3,740-51.0% |
| Admin fee / account holder | $1,397 | $3,984-64.9% | $6,684-79.1% | $5,306-73.7% |