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 | $24,616 | $49,791-50.6% | $78,210-68.5% | $70,131-64.9% |
| Participation rate | 96.4% | 62.3%+34.1pp | 68.7%+27.7pp | 69.5%+26.9pp |
| Annual return | 16.10% | 20.75%-4.6pp | 40.90%-24.8pp | 73.14%-57.0pp |
| Employer contribution / active EE | $641 | $1,430-55.2% | $2,034-68.5% | $2,342-72.6% |
| Participant deferral / active EE | $2,312 | $2,150+7.5% | $2,823-18.1% | $3,332-30.6% |
| Admin fee / account holder | $790 | $3,181-75.2% | $3,758-79.0% | $4,645-83.0% |