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 | $34,545 | $53,127-35.0% | $86,590-60.1% | $70,131-50.7% |
| Participation rate | 71.4% | 65.3%+6.1pp | 73.5%-2.1pp | 69.5%+1.9pp |
| Annual return | 16.90% | 27.66%-10.8pp | 964.84%-947.9pp | 73.14%-56.2pp |
| Employer contribution / active EE | $316 | $2,068-84.7% | $2,839-88.9% | $2,342-86.5% |
| Participant deferral / active EE | $2,004 | $2,696-25.7% | $3,609-44.5% | $3,332-39.9% |
| Admin fee / account holder | $826 | $3,585-77.0% | $4,906-83.2% | $4,645-82.2% |