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 | $42,315 | $71,050-40.4% | $93,606-54.8% | $80,856-47.7% |
| Participation rate | 72.5% | 60.4%+12.1pp | 68.7%+3.8pp | 67.6%+4.9pp |
| Annual return | 10.62% | 11.26%-0.6pp | 133.20%-122.6pp | 35.59%-25.0pp |
| Employer contribution / active EE | $1,367 | $1,564-12.6% | $2,420-43.5% | $2,755-50.4% |
| Participant deferral / active EE | $4,351 | $4,034+7.9% | $4,411-1.4% | $4,296+1.3% |
| Admin fee / account holder | $4,276 | $6,945-38.4% | $8,285-48.4% | $6,918-38.2% |