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 | $39,002 | $84,233-53.7% | $170,442-77.1% | $70,131-44.4% |
| Participation rate | 72.5% | 70.8%+1.7pp | 83.6%-11.1pp | 69.5%+3.0pp |
| Annual return | 16.22% | 23.06%-6.8pp | 205.93%-189.7pp | 73.14%-56.9pp |
| Employer contribution / active EE | $451 | $3,387-86.7% | $5,433-91.7% | $2,342-80.8% |
| Participant deferral / active EE | $2,327 | $3,086-24.6% | $4,939-52.9% | $3,332-30.2% |
| Admin fee / account holder | $1,041 | $5,698-81.7% | $13,880-92.5% | $4,645-77.6% |