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 | $34,085 | $77,813-56.2% | $123,544-72.4% | $64,186-46.9% |
| Participation rate | 92.3% | 74.7%+17.6pp | 82.3%+10.0pp | 69.6%+22.7pp |
| Annual return | 16.93% | 12.48%+4.5pp | 119.20%-102.3pp | 7.63%+9.3pp |
| Employer contribution / active EE | $869 | $3,014-71.2% | $4,628-81.2% | $2,381-63.5% |
| Participant deferral / active EE | $4,106 | $5,240-21.6% | $6,426-36.1% | $3,470+18.3% |
| Admin fee / account holder | $7,026 | $5,519+27.3% | $9,284-24.3% | $4,888+43.7% |