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 | $28,713 | $76,407-62.4% | $150,298-80.9% | $82,448-65.2% |
| Participation rate | 81.5% | 66.4%+15.1pp | 77.8%+3.7pp | 68.1%+13.4pp |
| Annual return | 15.06% | 39.99%-24.9pp | 62.79%-47.7pp | 41.64%-26.6pp |
| Employer contribution / active EE | $997 | $2,614-61.9% | $4,154-76.0% | $2,551-60.9% |
| Participant deferral / active EE | $3,063 | $3,214-4.7% | $5,453-43.8% | $4,139-26.0% |
| Admin fee / account holder | $472 | $6,352-92.6% | $14,116-96.7% | $7,234-93.5% |