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 | $18,770 | $60,022-68.7% | $88,946-78.9% | $84,808-77.9% |
| Participation rate | 73.1% | 57.8%+15.2pp | 68.8%+4.2pp | 68.3%+4.8pp |
| Annual return | 15.99% | 22.43%-6.4pp | 57.82%-41.8pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,055 | $1,703-38.1% | $2,555-58.7% | $2,631-59.9% |
| Participant deferral / active EE | $1,443 | $3,114-53.7% | $4,581-68.5% | $4,212-65.7% |
| Admin fee / account holder | $2,957 | $4,811-38.5% | $8,261-64.2% | $7,344-59.7% |