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 | $26,984 | $54,541-50.5% | $78,778-65.7% | $70,131-61.5% |
| Participation rate | 86.0% | 60.8%+25.2pp | 69.2%+16.8pp | 69.5%+16.5pp |
| Annual return | 16.93% | 21.07%-4.1pp | 35.62%-18.7pp | 73.14%-56.2pp |
| Employer contribution / active EE | $700 | $1,089-35.7% | $1,986-64.7% | $2,342-70.1% |
| Participant deferral / active EE | $2,272 | $2,210+2.8% | $2,958-23.2% | $3,332-31.8% |
| Admin fee / account holder | $2,669 | $3,709-28.0% | $5,134-48.0% | $4,645-42.5% |