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 | $41,265 | $65,365-36.9% | $92,893-55.6% | $72,985-43.5% |
| Participation rate | 81.5% | 68.3%+13.2pp | 76.0%+5.5pp | 69.5%+12.0pp |
| Annual return | 21.97% | 42.10%-20.1pp | 109.41%-87.4pp | 81.00%-59.0pp |
| Employer contribution / active EE | $1,278 | $2,594-50.7% | $3,653-65.0% | $2,440-47.6% |
| Participant deferral / active EE | $2,747 | $3,128-12.2% | $4,236-35.1% | $3,607-23.8% |
| Admin fee / account holder | $333 | $4,251-92.2% | $5,794-94.3% | $5,124-93.5% |