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 | $32,144 | $50,958-36.9% | $74,550-56.9% | $64,186-49.9% |
| Participation rate | 76.8% | 61.1%+15.8pp | 69.1%+7.7pp | 69.6%+7.3pp |
| Annual return | 5.52% | -1.86%+7.4pp | 32.53%-27.0pp | 7.63%-2.1pp |
| Employer contribution / active EE | $869 | $1,115-22.1% | $1,961-55.7% | $2,381-63.5% |
| Participant deferral / active EE | $2,781 | $2,301+20.8% | $3,108-10.5% | $3,470-19.8% |
| Admin fee / account holder | $2,887 | $4,223-31.6% | $5,060-42.9% | $4,888-40.9% |