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 | $32,904 | $60,022-45.2% | $88,946-63.0% | $84,808-61.2% |
| Participation rate | 82.1% | 57.8%+24.2pp | 68.8%+13.2pp | 68.3%+13.7pp |
| Annual return | 14.02% | 22.43%-8.4pp | 57.82%-43.8pp | 40.90%-26.9pp |
| Employer contribution / active EE | $491 | $1,703-71.2% | $2,555-80.8% | $2,631-81.4% |
| Participant deferral / active EE | $3,641 | $3,114+16.9% | $4,581-20.5% | $4,212-13.5% |
| Admin fee / account holder | $5,214 | $4,811+8.4% | $8,261-36.9% | $7,344-29.0% |