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 | $26,146 | $48,076-45.6% | $78,689-66.8% | $62,891-58.4% |
| Participation rate | 82.4% | 65.2%+17.2pp | 73.6%+8.9pp | 69.3%+13.1pp |
| Annual return | 6.72% | 31.35%-24.6pp | 62.18%-55.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $857 | $2,015-57.4% | $2,851-69.9% | $2,281-62.4% |
| Participant deferral / active EE | $2,768 | $2,588+7.0% | $3,517-21.3% | $3,203-13.6% |
| Admin fee / account holder | $4,502 | $3,207+40.4% | $4,510-0.2% | $4,296+4.8% |