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 | $26,309 | $90,503-70.9% | $78,689-66.6% | $273,961-90.4% |
| Participation rate | 93.3% | 76.5%+16.8pp | 73.6%+19.8pp | 83.0%+10.3pp |
| Annual return | 3.83% | 75.60%-71.8pp | 62.18%-58.3pp | 41.45%-37.6pp |
| Employer contribution / active EE | $867 | $3,176-72.7% | $2,851-69.6% | $4,869-82.2% |
| Participant deferral / active EE | $1,182 | $3,901-69.7% | $3,517-66.4% | $5,287-77.6% |
| Admin fee / account holder | $7,448 | $5,263+41.5% | $4,510+65.1% | $10,132-26.5% |