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 | $32,397 | $72,277-55.2% | $101,248-68.0% | $79,858-59.4% |
| Participation rate | 73.6% | 68.5%+5.1pp | 75.8%-2.2pp | 69.6%+4.0pp |
| Annual return | 42.05% | 22.30%+19.8pp | 46.47%-4.4pp | 31.71%+10.3pp |
| Employer contribution / active EE | $970 | $2,692-64.0% | $3,660-73.5% | $2,471-60.8% |
| Participant deferral / active EE | $2,814 | $3,282-14.2% | $4,370-35.6% | $3,740-24.7% |
| Admin fee / account holder | $695 | $4,400-84.2% | $5,945-88.3% | $5,306-86.9% |