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 | $44,186 | $58,828-24.9% | $77,999-43.4% | $62,891-29.7% |
| Participation rate | 75.9% | 71.1%+4.8pp | 75.5%+0.3pp | 69.3%+6.6pp |
| Annual return | 10.24% | 17.16%-6.9pp | 425.96%-415.7pp | 20.14%-9.9pp |
| Employer contribution / active EE | $539 | $1,672-67.8% | $2,470-78.2% | $2,281-76.4% |
| Participant deferral / active EE | $2,604 | $2,686-3.0% | $3,497-25.5% | $3,203-18.7% |
| Admin fee / account holder | $416 | $4,393-90.5% | $5,480-92.4% | $4,296-90.3% |