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 | $28,872 | $52,580-45.1% | $71,671-59.7% | $70,131-58.8% |
| Participation rate | 84.4% | 60.9%+23.5pp | 68.7%+15.7pp | 69.5%+14.9pp |
| Annual return | 15.03% | 20.25%-5.2pp | 20.65%-5.6pp | 73.14%-58.1pp |
| Employer contribution / active EE | $738 | $1,616-54.3% | $2,460-70.0% | $2,342-68.5% |
| Participant deferral / active EE | $3,975 | $2,386+66.6% | $3,438+15.6% | $3,332+19.3% |
| Admin fee / account holder | $1,653 | $3,653-54.8% | $5,558-70.3% | $4,645-64.4% |