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 | $58,001 | $65,041-10.8% | $90,951-36.2% | $79,858-27.4% |
| Participation rate | 73.9% | 61.6%+12.3pp | 69.0%+4.9pp | 69.6%+4.3pp |
| Annual return | 14.36% | 30.45%-16.1pp | 134.60%-120.2pp | 31.71%-17.4pp |
| Employer contribution / active EE | $351 | $1,247-71.8% | $2,122-83.4% | $2,471-85.8% |
| Participant deferral / active EE | $2,826 | $2,512+12.5% | $3,373-16.2% | $3,740-24.4% |
| Admin fee / account holder | $1,048 | $4,536-76.9% | $5,959-82.4% | $5,306-80.3% |