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 | $30,814 | $70,428-56.2% | $96,562-68.1% | $85,850-64.1% |
| Participation rate | 82.9% | 61.8%+21.1pp | 69.8%+13.1pp | 69.3%+13.6pp |
| Annual return | 14.72% | 18.59%-3.9pp | 37.78%-23.1pp | 318.53%-303.8pp |
| Employer contribution / active EE | $315 | $1,413-77.7% | $2,356-86.6% | $2,565-87.7% |
| Participant deferral / active EE | $1,575 | $2,894-45.6% | $3,849-59.1% | $3,952-60.1% |
| Admin fee / account holder | $3,480 | $4,997-30.3% | $6,181-43.7% | $6,260-44.4% |