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 | $31,204 | $58,828-47.0% | $77,999-60.0% | $62,891-50.4% |
| Participation rate | 80.9% | 71.1%+9.8pp | 75.5%+5.3pp | 69.3%+11.5pp |
| Annual return | 6.03% | 17.16%-11.1pp | 425.96%-419.9pp | 20.14%-14.1pp |
| Employer contribution / active EE | $1,374 | $1,672-17.8% | $2,470-44.4% | $2,281-39.8% |
| Participant deferral / active EE | $4,118 | $2,686+53.3% | $3,497+17.8% | $3,203+28.6% |
| Admin fee / account holder | $7,166 | $4,393+63.1% | $5,480+30.8% | $4,296+66.8% |