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 | $33,724 | $56,897-40.7% | $84,750-60.2% | $62,891-46.4% |
| Participation rate | 90.3% | 68.5%+21.8pp | 76.6%+13.7pp | 69.3%+21.0pp |
| Annual return | 15.99% | 6.30%+9.7pp | 22.78%-6.8pp | 20.14%-4.2pp |
| Employer contribution / active EE | $668 | $2,400-72.2% | $3,574-81.3% | $2,281-70.7% |
| Participant deferral / active EE | $3,183 | $2,709+17.5% | $3,712-14.3% | $3,203-0.6% |
| Admin fee / account holder | $604 | $3,581-83.1% | $5,332-88.7% | $4,296-85.9% |