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 | $25,791 | $57,065-54.8% | $75,670-65.9% | $70,131-63.2% |
| Participation rate | 94.1% | 68.1%+26.0pp | 72.3%+21.8pp | 69.5%+24.6pp |
| Annual return | 14.73% | 23.57%-8.8pp | 27.34%-12.6pp | 73.14%-58.4pp |
| Employer contribution / active EE | $474 | $1,817-73.9% | $2,352-79.9% | $2,342-79.8% |
| Participant deferral / active EE | $1,717 | $2,580-33.4% | $3,142-45.4% | $3,332-48.5% |
| Admin fee / account holder | $4,138 | $3,825+8.2% | $5,800-28.7% | $4,645-10.9% |