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 | $43,536 | $65,365-33.4% | $92,893-53.1% | $72,985-40.3% |
| Participation rate | 90.5% | 68.3%+22.2pp | 76.0%+14.5pp | 69.5%+21.0pp |
| Annual return | 23.81% | 42.10%-18.3pp | 109.41%-85.6pp | 81.00%-57.2pp |
| Employer contribution / active EE | $731 | $2,594-71.8% | $3,653-80.0% | $2,440-70.0% |
| Participant deferral / active EE | $1,462 | $3,128-53.3% | $4,236-65.5% | $3,607-59.5% |
| Admin fee / account holder | $468 | $4,251-89.0% | $5,794-91.9% | $5,124-90.9% |