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 | $35,394 | $58,828-39.8% | $77,999-54.6% | $62,891-43.7% |
| Participation rate | 79.7% | 71.1%+8.7pp | 75.5%+4.2pp | 69.3%+10.4pp |
| Annual return | 8.60% | 17.16%-8.6pp | 425.96%-417.4pp | 20.14%-11.5pp |
| Employer contribution / active EE | $575 | $1,672-65.6% | $2,470-76.7% | $2,281-74.8% |
| Participant deferral / active EE | $3,611 | $2,686+34.5% | $3,497+3.3% | $3,203+12.7% |
| Admin fee / account holder | $3,024 | $4,393-31.2% | $5,480-44.8% | $4,296-29.6% |