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 | $36,664 | $91,190-59.8% | $178,490-79.5% | $79,858-54.1% |
| Participation rate | 94.9% | 69.2%+25.7pp | 81.9%+13.0pp | 69.6%+25.3pp |
| Annual return | 11.79% | 24.19%-12.4pp | 151.07%-139.3pp | 31.71%-19.9pp |
| Employer contribution / active EE | $682 | $3,256-79.1% | $5,011-86.4% | $2,471-72.4% |
| Participant deferral / active EE | $2,820 | $3,236-12.9% | $5,202-45.8% | $3,740-24.6% |
| Admin fee / account holder | $5,485 | $6,751-18.8% | $13,984-60.8% | $5,306+3.4% |