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 | $33,183 | $72,492-54.2% | $87,100-61.9% | $72,985-54.5% |
| Participation rate | 93.0% | 72.8%+20.1pp | 76.9%+16.1pp | 69.5%+23.5pp |
| Annual return | 24.19% | 24.46%-0.3pp | 28.19%-4.0pp | 81.00%-56.8pp |
| Employer contribution / active EE | $596 | $1,894-68.5% | $2,521-76.3% | $2,440-75.6% |
| Participant deferral / active EE | $3,158 | $3,270-3.4% | $4,049-22.0% | $3,607-12.4% |
| Admin fee / account holder | $8,811 | $5,055+74.3% | $7,497+17.5% | $5,124+71.9% |