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 | $26,405 | $81,248-67.5% | $155,509-83.0% | $80,856-67.3% |
| Participation rate | 75.8% | 66.2%+9.6pp | 78.2%-2.4pp | 67.6%+8.2pp |
| Annual return | 14.21% | 33.31%-19.1pp | 64.67%-50.5pp | 35.59%-21.4pp |
| Employer contribution / active EE | $1,018 | $3,100-67.2% | $4,672-78.2% | $2,755-63.1% |
| Participant deferral / active EE | $2,887 | $3,452-16.4% | $5,626-48.7% | $4,296-32.8% |
| Admin fee / account holder | $14,471 | $7,997+80.9% | $15,912-9.1% | $6,918+109.2% |