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 | $29,705 | $55,706-46.7% | $75,886-60.9% | $72,985-59.3% |
| Participation rate | 96.4% | 61.1%+35.3pp | 69.3%+27.1pp | 69.5%+26.9pp |
| Annual return | 22.10% | 27.59%-5.5pp | 30.76%-8.7pp | 81.00%-58.9pp |
| Employer contribution / active EE | $398 | $1,687-76.4% | $2,500-84.1% | $2,440-83.7% |
| Participant deferral / active EE | $3,892 | $2,634+47.8% | $3,603+8.0% | $3,607+7.9% |
| Admin fee / account holder | $776 | $3,978-80.5% | $5,418-85.7% | $5,124-84.9% |