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 | $27,359 | $72,012-62.0% | $185,823-85.3% | $79,858-65.7% |
| Participation rate | 93.2% | 65.8%+27.5pp | 78.0%+15.2pp | 69.6%+23.6pp |
| Annual return | 18.39% | 23.12%-4.7pp | 35.95%-17.6pp | 31.71%-13.3pp |
| Employer contribution / active EE | $782 | $1,965-60.2% | $4,087-80.9% | $2,471-68.4% |
| Participant deferral / active EE | $3,989 | $3,779+5.6% | $5,632-29.2% | $3,740+6.6% |
| Admin fee / account holder | $1,632 | $4,513-63.8% | $9,500-82.8% | $5,306-69.2% |