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 | $40,172 | $54,762-26.6% | $90,281-55.5% | $72,985-45.0% |
| Participation rate | 77.4% | 65.1%+12.3pp | 73.3%+4.1pp | 69.5%+7.9pp |
| Annual return | 27.90% | 30.63%-2.7pp | 78.10%-50.2pp | 81.00%-53.1pp |
| Employer contribution / active EE | $556 | $2,092-73.4% | $2,854-80.5% | $2,440-77.2% |
| Participant deferral / active EE | $2,395 | $2,887-17.0% | $3,885-38.4% | $3,607-33.6% |
| Admin fee / account holder | $4,840 | $3,972+21.9% | $5,351-9.6% | $5,124-5.5% |