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 | $38,420 | $86,286-55.5% | $111,297-65.5% | $85,850-55.2% |
| Participation rate | 80.0% | 73.3%+6.7pp | 77.3%+2.7pp | 69.3%+10.7pp |
| Annual return | 15.03% | 19.99%-5.0pp | 54.65%-39.6pp | 318.53%-303.5pp |
| Employer contribution / active EE | $882 | $2,043-56.9% | $2,731-67.7% | $2,565-65.6% |
| Participant deferral / active EE | $2,579 | $3,641-29.2% | $4,487-42.5% | $3,952-34.7% |
| Admin fee / account holder | $654 | $8,188-92.0% | $7,964-91.8% | $6,260-89.6% |