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 | $30,832 | $109,881-71.9% | $150,045-79.5% | $84,808-63.6% |
| Participation rate | 81.4% | 76.1%+5.3pp | 82.3%-1.0pp | 68.3%+13.0pp |
| Annual return | 20.43% | 28.25%-7.8pp | 62.55%-42.1pp | 40.90%-20.5pp |
| Employer contribution / active EE | $902 | $3,561-74.7% | $4,693-80.8% | $2,631-65.7% |
| Participant deferral / active EE | $3,560 | $6,636-46.4% | $7,997-55.5% | $4,212-15.5% |
| Admin fee / account holder | $1,378 | $8,568-83.9% | $13,435-89.7% | $7,344-81.2% |