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 | $25,306 | $74,927-66.2% | $101,794-75.1% | $84,808-70.2% |
| Participation rate | 76.7% | 61.4%+15.3pp | 69.2%+7.5pp | 68.3%+8.4pp |
| Annual return | 14.08% | 18.70%-4.6pp | 30.53%-16.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $645 | $1,522-57.6% | $2,289-71.8% | $2,631-75.5% |
| Participant deferral / active EE | $4,783 | $3,099+54.3% | $4,084+17.1% | $4,212+13.6% |
| Admin fee / account holder | $3,220 | $6,514-50.6% | $8,777-63.3% | $7,344-56.2% |