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 | $46,226 | $48,076-3.8% | $78,689-41.3% | $62,891-26.5% |
| Participation rate | 71.6% | 65.2%+6.4pp | 73.6%-2.0pp | 69.3%+2.3pp |
| Annual return | 12.81% | 31.35%-18.5pp | 62.18%-49.4pp | 20.14%-7.3pp |
| Employer contribution / active EE | $654 | $2,015-67.5% | $2,851-77.1% | $2,281-71.3% |
| Participant deferral / active EE | $1,982 | $2,588-23.4% | $3,517-43.6% | $3,203-38.1% |
| Admin fee / account holder | $378 | $3,207-88.2% | $4,510-91.6% | $4,296-91.2% |