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 | $37,037 | $60,892-39.2% | $82,389-55.0% | $84,808-56.3% |
| Participation rate | 81.5% | 63.3%+18.2pp | 69.5%+11.9pp | 68.3%+13.2pp |
| Annual return | 14.53% | 37.29%-22.8pp | 28.67%-14.1pp | 40.90%-26.4pp |
| Employer contribution / active EE | $656 | $1,779-63.1% | $2,517-73.9% | $2,631-75.1% |
| Participant deferral / active EE | $1,678 | $3,179-47.2% | $4,155-59.6% | $4,212-60.2% |
| Admin fee / account holder | $971 | $5,467-82.2% | $7,231-86.6% | $7,344-86.8% |