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 | $26,276 | $56,897-53.8% | $84,750-69.0% | $62,891-58.2% |
| Participation rate | 76.9% | 68.5%+8.4pp | 76.6%+0.3pp | 69.3%+7.6pp |
| Annual return | 7.24% | 6.30%+0.9pp | 22.78%-15.5pp | 20.14%-12.9pp |
| Employer contribution / active EE | $2,847 | $2,400+18.6% | $3,574-20.4% | $2,281+24.8% |
| Participant deferral / active EE | $1,496 | $2,709-44.8% | $3,712-59.7% | $3,203-53.3% |
| Admin fee / account holder | $747 | $3,581-79.1% | $5,332-86.0% | $4,296-82.6% |