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 5-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 | $31,253 | $57,541-45.7% | $95,745-67.4% | $75,163-58.4% |
| Participation rate | 76.7% | 62.5%+14.2pp | 72.3%+4.4pp | 67.2%+9.5pp |
| Annual return | 20.58% | 34.93%-14.4pp | 28.35%-7.8pp | 160.62%-140.0pp |
| Employer contribution / active EE | $1,150 | $1,808-36.4% | $2,835-59.4% | $2,670-56.9% |
| Participant deferral / active EE | $2,480 | $3,074-19.3% | $4,245-41.6% | $4,125-39.9% |
| Admin fee / account holder | $1,104 | $4,099-73.1% | $5,678-80.6% | $5,651-80.5% |