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 5-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 | $17,247 | $56,053-69.2% | $75,972-77.3% | $80,856-78.7% |
| Participation rate | 72.0% | 62.0%+10.0pp | 69.1%+2.9pp | 67.6%+4.4pp |
| Annual return | 15.63% | 20.53%-4.9pp | 359.55%-343.9pp | 35.59%-20.0pp |
| Employer contribution / active EE | $1,796 | $1,874-4.2% | $2,685-33.1% | $2,755-34.8% |
| Participant deferral / active EE | $2,695 | $3,052-11.7% | $4,255-36.7% | $4,296-37.3% |
| Admin fee / account holder | $1,724 | $5,234-67.1% | $6,467-73.3% | $6,918-75.1% |