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 | $34,722 | $69,977-50.4% | $108,579-68.0% | $62,891-44.8% |
| Participation rate | 80.8% | 72.9%+7.9pp | 79.6%+1.2pp | 69.3%+11.5pp |
| Annual return | 9.96% | 10.73%-0.8pp | -51.70%+61.7pp | 20.14%-10.2pp |
| Employer contribution / active EE | $632 | $2,135-70.4% | $3,758-83.2% | $2,281-72.3% |
| Participant deferral / active EE | $4,240 | $3,165+34.0% | $4,311-1.7% | $3,203+32.4% |
| Admin fee / account holder | $3,722 | $5,076-26.7% | $7,645-51.3% | $4,296-13.4% |