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 | $23,699 | $58,512-59.5% | $84,015-71.8% | $72,985-67.5% |
| Participation rate | 95.5% | 61.2%+34.2pp | 69.0%+26.4pp | 69.5%+26.0pp |
| Annual return | 24.42% | 28.93%-4.5pp | 71.31%-46.9pp | 81.00%-56.6pp |
| Employer contribution / active EE | $933 | $1,163-19.8% | $1,983-53.0% | $2,440-61.8% |
| Participant deferral / active EE | $3,509 | $2,394+46.6% | $3,239+8.3% | $3,607-2.7% |
| Admin fee / account holder | $929 | $4,569-79.7% | $6,101-84.8% | $5,124-81.9% |