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 | $38,592 | $62,586-38.3% | $76,768-49.7% | $64,186-39.9% |
| Participation rate | 84.0% | 72.8%+11.2pp | 77.0%+7.0pp | 69.6%+14.4pp |
| Annual return | 5.70% | -1.95%+7.7pp | 2.43%+3.3pp | 7.63%-1.9pp |
| Employer contribution / active EE | $599 | $1,832-67.3% | $2,485-75.9% | $2,381-74.8% |
| Participant deferral / active EE | $2,580 | $3,145-18.0% | $3,852-33.0% | $3,470-25.6% |
| Admin fee / account holder | $1,401 | $4,667-70.0% | $6,675-79.0% | $4,888-71.3% |