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 | $33,550 | $101,724-67.0% | $164,813-79.6% | $80,856-58.5% |
| Participation rate | 77.1% | 71.8%+5.3pp | 78.6%-1.5pp | 67.6%+9.5pp |
| Annual return | 11.94% | 16.72%-4.8pp | 69.93%-58.0pp | 35.59%-23.7pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,067 | $4,477+35.5% | $6,031+0.6% | $4,296+41.2% |
| Admin fee / account holder | $2,800 | $8,227-66.0% | $12,690-77.9% | $6,918-59.5% |