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 | $36,356 | $101,618-64.2% | $93,063-60.9% | $137,256-73.5% |
| Participation rate | 82.4% | 74.9%+7.4pp | 72.1%+10.2pp | 80.0%+2.4pp |
| Annual return | 17.62% | 223.95%-206.3pp | 34.15%-16.5pp | 220.34%-202.7pp |
| Employer contribution / active EE | $585 | $2,707-78.4% | $2,476-76.4% | $4,156-85.9% |
| Participant deferral / active EE | $3,592 | $4,279-16.1% | $3,958-9.3% | $6,407-43.9% |
| Admin fee / account holder | $4,952 | $6,198-20.1% | $6,033-17.9% | $12,270-59.6% |