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 | $34,719 | $60,349-42.5% | $74,183-53.2% | $62,891-44.8% |
| Participation rate | 90.0% | 72.7%+17.3pp | 76.6%+13.4pp | 69.3%+20.7pp |
| Annual return | 5.99% | 21.37%-15.4pp | 17.74%-11.7pp | 20.14%-14.2pp |
| Employer contribution / active EE | $425 | $1,680-74.7% | $2,370-82.1% | $2,281-81.4% |
| Participant deferral / active EE | $1,777 | $2,856-37.8% | $3,550-49.9% | $3,203-44.5% |
| Admin fee / account holder | $1,004 | $4,261-76.4% | $5,586-82.0% | $4,296-76.6% |