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 | $43,629 | $50,958-14.4% | $74,550-41.5% | $64,186-32.0% |
| Participation rate | 97.2% | 61.1%+36.2pp | 69.1%+28.1pp | 69.6%+27.7pp |
| Annual return | 11.87% | -1.86%+13.7pp | 32.53%-20.7pp | 7.63%+4.2pp |
| Employer contribution / active EE | $402 | $1,115-64.0% | $1,961-79.5% | $2,381-83.1% |
| Participant deferral / active EE | $2,000 | $2,301-13.1% | $3,108-35.7% | $3,470-42.4% |
| Admin fee / account holder | $3,243 | $4,223-23.2% | $5,060-35.9% | $4,888-33.7% |