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 | $28,651 | $81,248-64.7% | $155,509-81.6% | $80,856-64.6% |
| Participation rate | 91.2% | 66.2%+24.9pp | 78.2%+13.0pp | 67.6%+23.5pp |
| Annual return | 11.13% | 33.31%-22.2pp | 64.67%-53.5pp | 35.59%-24.5pp |
| Employer contribution / active EE | $435 | $3,100-86.0% | $4,672-90.7% | $2,755-84.2% |
| Participant deferral / active EE | $5,055 | $3,452+46.4% | $5,626-10.2% | $4,296+17.7% |
| Admin fee / account holder | $1,648 | $7,997-79.4% | $15,912-89.6% | $6,918-76.2% |