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 | $17,838 | $47,944-62.8% | $67,834-73.7% | $62,891-71.6% |
| Participation rate | 82.5% | 61.1%+21.5pp | 68.8%+13.7pp | 69.3%+13.2pp |
| Annual return | 5.50% | 11.77%-6.3pp | 138.47%-133.0pp | 20.14%-14.6pp |
| Employer contribution / active EE | $547 | $1,562-65.0% | $2,403-77.3% | $2,281-76.0% |
| Participant deferral / active EE | $1,319 | $2,247-41.3% | $3,160-58.2% | $3,203-58.8% |
| Admin fee / account holder | $687 | $3,712-81.5% | $4,622-85.1% | $4,296-84.0% |