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 | $25,210 | $58,851-57.2% | $115,157-78.1% | $72,985-65.5% |
| Participation rate | 85.2% | 65.5%+19.6pp | 75.9%+9.3pp | 69.5%+15.7pp |
| Annual return | 15.83% | 23.16%-7.3pp | 35.60%-19.8pp | 81.00%-65.2pp |
| Employer contribution / active EE | $780 | $1,798-56.6% | $3,179-75.5% | $2,440-68.0% |
| Participant deferral / active EE | $1,119 | $2,643-57.6% | $4,168-73.1% | $3,607-69.0% |
| Admin fee / account holder | $1,281 | $6,370-79.9% | $7,088-81.9% | $5,124-75.0% |