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 | $15,615 | $60,022-74.0% | $88,946-82.4% | $84,808-81.6% |
| Participation rate | 86.2% | 57.8%+28.4pp | 68.8%+17.4pp | 68.3%+17.9pp |
| Annual return | 18.21% | 22.43%-4.2pp | 57.82%-39.6pp | 40.90%-22.7pp |
| Employer contribution / active EE | $626 | $1,703-63.2% | $2,555-75.5% | $2,631-76.2% |
| Participant deferral / active EE | $6,025 | $3,114+93.5% | $4,581+31.5% | $4,212+43.0% |
| Admin fee / account holder | $2,009 | $4,811-58.2% | $8,261-75.7% | $7,344-72.6% |