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 | $22,293 | $48,076-53.6% | $78,689-71.7% | $62,891-64.6% |
| Participation rate | 88.2% | 65.2%+23.0pp | 73.6%+14.7pp | 69.3%+18.9pp |
| Annual return | 11.34% | 31.35%-20.0pp | 62.18%-50.8pp | 20.14%-8.8pp |
| Employer contribution / active EE | $882 | $2,015-56.2% | $2,851-69.0% | $2,281-61.3% |
| Participant deferral / active EE | $2,977 | $2,588+15.1% | $3,517-15.3% | $3,203-7.0% |
| Admin fee / account holder | $306 | $3,207-90.5% | $4,510-93.2% | $4,296-92.9% |