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 | $13,349 | $54,762-75.6% | $90,281-85.2% | $72,985-81.7% |
| Participation rate | 88.5% | 65.1%+23.3pp | 73.3%+15.2pp | 69.5%+19.0pp |
| Annual return | 24.35% | 30.63%-6.3pp | 78.10%-53.7pp | 81.00%-56.7pp |
| Employer contribution / active EE | $709 | $2,092-66.1% | $2,854-75.2% | $2,440-70.9% |
| Participant deferral / active EE | $1,546 | $2,887-46.5% | $3,885-60.2% | $3,607-57.2% |
| Admin fee / account holder | $1,891 | $3,972-52.4% | $5,351-64.7% | $5,124-63.1% |