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 | $30,926 | $67,411-54.1% | $91,001-66.0% | $70,131-55.9% |
| Participation rate | 71.1% | 71.4%-0.3pp | 75.6%-4.5pp | 69.5%+1.5pp |
| Annual return | 15.07% | -40.16%+55.2pp | 4.60%+10.5pp | 73.14%-58.1pp |
| Employer contribution / active EE | $365 | $1,786-79.6% | $2,456-85.1% | $2,342-84.4% |
| Participant deferral / active EE | $1,808 | $2,823-35.9% | $3,547-49.0% | $3,332-45.7% |
| Admin fee / account holder | $2,992 | $4,236-29.4% | $5,417-44.8% | $4,645-35.6% |