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 | $24,571 | $61,605-60.1% | $112,229-78.1% | $75,163-67.3% |
| Participation rate | 95.2% | 61.7%+33.6pp | 72.4%+22.8pp | 67.2%+28.0pp |
| Annual return | 21.43% | 28.47%-7.0pp | 30.20%-8.8pp | 160.62%-139.2pp |
| Employer contribution / active EE | $680 | $2,015-66.3% | $3,430-80.2% | $2,670-74.5% |
| Participant deferral / active EE | $3,917 | $3,108+26.0% | $4,798-18.4% | $4,125-5.0% |
| Admin fee / account holder | $2,665 | $4,862-45.2% | $7,748-65.6% | $5,651-52.8% |