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 | $34,259 | $80,968-57.7% | $96,544-64.5% | $75,163-54.4% |
| Participation rate | 73.9% | 71.8%+2.1pp | 76.0%-2.0pp | 67.2%+6.7pp |
| Annual return | 13.50% | 27.06%-13.6pp | 25.84%-12.3pp | 160.62%-147.1pp |
| Employer contribution / active EE | $931 | $2,282-59.2% | $2,965-68.6% | $2,670-65.1% |
| Participant deferral / active EE | $3,192 | $3,928-18.8% | $4,851-34.2% | $4,125-22.6% |
| Admin fee / account holder | $1,429 | $6,724-78.8% | $8,252-82.7% | $5,651-74.7% |