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 | $55,179 | $81,248-32.1% | $155,509-64.5% | $80,856-31.8% |
| Participation rate | 73.1% | 66.2%+6.9pp | 78.2%-5.1pp | 67.6%+5.5pp |
| Annual return | 16.35% | 33.31%-17.0pp | 64.67%-48.3pp | 35.59%-19.2pp |
| Employer contribution / active EE | $978 | $3,100-68.5% | $4,672-79.1% | $2,755-64.5% |
| Participant deferral / active EE | $2,042 | $3,452-40.8% | $5,626-63.7% | $4,296-52.5% |
| Admin fee / account holder | $8,205 | $7,997+2.6% | $15,912-48.4% | $6,918+18.6% |