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 | $28,535 | $48,076-40.6% | $78,689-63.7% | $62,891-54.6% |
| Participation rate | 89.7% | 65.2%+24.4pp | 73.6%+16.1pp | 69.3%+20.3pp |
| Annual return | 4.82% | 31.35%-26.5pp | 62.18%-57.4pp | 20.14%-15.3pp |
| Employer contribution / active EE | $786 | $2,015-61.0% | $2,851-72.4% | $2,281-65.5% |
| Participant deferral / active EE | $2,212 | $2,588-14.5% | $3,517-37.1% | $3,203-30.9% |
| Admin fee / account holder | $838 | $3,207-73.9% | $4,510-81.4% | $4,296-80.5% |