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 | $29,201 | $81,248-64.1% | $155,509-81.2% | $80,856-63.9% |
| Participation rate | 95.6% | 66.2%+29.3pp | 78.2%+17.4pp | 67.6%+27.9pp |
| Annual return | 13.62% | 33.31%-19.7pp | 64.67%-51.0pp | 35.59%-22.0pp |
| Employer contribution / active EE | $909 | $3,100-70.7% | $4,672-80.5% | $2,755-67.0% |
| Participant deferral / active EE | $3,636 | $3,452+5.3% | $5,626-35.4% | $4,296-15.4% |
| Admin fee / account holder | $4,200 | $7,997-47.5% | $15,912-73.6% | $6,918-39.3% |