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 | $37,444 | $51,175-26.8% | $70,515-46.9% | $75,163-50.2% |
| Participation rate | 77.4% | 60.9%+16.5pp | 68.3%+9.1pp | 67.2%+10.2pp |
| Annual return | 16.87% | 30.02%-13.2pp | 32.77%-15.9pp | 160.62%-143.7pp |
| Employer contribution / active EE | $799 | $1,826-56.3% | $2,973-73.1% | $2,670-70.1% |
| Participant deferral / active EE | $2,493 | $2,849-12.5% | $4,567-45.4% | $4,125-39.6% |
| Admin fee / account holder | $839 | $4,091-79.5% | $6,412-86.9% | $5,651-85.2% |