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 | $33,635 | $71,050-52.7% | $93,606-64.1% | $80,856-58.4% |
| Participation rate | 98.4% | 60.4%+38.0pp | 68.7%+29.6pp | 67.6%+30.7pp |
| Annual return | 12.67% | 11.26%+1.4pp | 133.20%-120.5pp | 35.59%-22.9pp |
| Employer contribution / active EE | $750 | $1,564-52.0% | $2,420-69.0% | $2,755-72.8% |
| Participant deferral / active EE | $3,433 | $4,034-14.9% | $4,411-22.2% | $4,296-20.1% |
| Admin fee / account holder | $1,533 | $6,945-77.9% | $8,285-81.5% | $6,918-77.8% |