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 | $23,815 | $46,553-48.8% | $64,056-62.8% | $75,163-68.3% |
| Participation rate | 85.3% | 65.9%+19.4pp | 72.3%+13.0pp | 67.2%+18.1pp |
| Annual return | 17.50% | 26.03%-8.5pp | 33.69%-16.2pp | 160.62%-143.1pp |
| Employer contribution / active EE | $744 | $1,974-62.3% | $2,747-72.9% | $2,670-72.1% |
| Participant deferral / active EE | $1,304 | $2,837-54.0% | $3,880-66.4% | $4,125-68.4% |
| Admin fee / account holder | $1,240 | $2,952-58.0% | $3,068-59.6% | $5,651-78.1% |