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 | $46,214 | $39,122+18.1% | $57,179-19.2% | $62,891-26.5% |
| Participation rate | 86.3% | 70.5%+15.8pp | 75.3%+10.9pp | 69.3%+17.0pp |
| Annual return | 6.17% | 9.23%-3.1pp | 14.59%-8.4pp | 20.14%-14.0pp |
| Employer contribution / active EE | $884 | $1,874-52.8% | $2,682-67.0% | $2,281-61.2% |
| Participant deferral / active EE | $2,537 | $2,374+6.9% | $3,096-18.1% | $3,203-20.8% |
| Admin fee / account holder | $809 | $2,592-68.8% | $3,139-74.2% | $4,296-81.2% |