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 | $31,284 | $65,703-52.4% | $94,224-66.8% | $59,632-47.5% |
| Participation rate | 75.9% | 72.1%+3.7pp | 78.8%-2.9pp | 68.7%+7.2pp |
| Annual return | 4.22% | 5.22%-1.0pp | 10.68%-6.5pp | 2041.28%-2037.1pp |
| Employer contribution / active EE | $1,947 | $2,021-3.6% | $3,587-45.7% | $2,203-11.6% |
| Participant deferral / active EE | $4,279 | $3,143+36.1% | $4,320-1.0% | $3,192+34.1% |
| Admin fee / account holder | $5,298 | $4,264+24.3% | $6,269-15.5% | $4,297+23.3% |