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 | $33,192 | $81,248-59.1% | $155,509-78.7% | $80,856-58.9% |
| Participation rate | 85.4% | 66.2%+19.2pp | 78.2%+7.2pp | 67.6%+17.8pp |
| Annual return | 11.73% | 33.31%-21.6pp | 64.67%-52.9pp | 35.59%-23.9pp |
| Employer contribution / active EE | $775 | $3,100-75.0% | $4,672-83.4% | $2,755-71.9% |
| Participant deferral / active EE | $2,926 | $3,452-15.2% | $5,626-48.0% | $4,296-31.9% |
| Admin fee / account holder | $2,927 | $7,997-63.4% | $15,912-81.6% | $6,918-57.7% |