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 | $33,032 | $50,958-35.2% | $74,550-55.7% | $64,186-48.5% |
| Participation rate | 71.1% | 61.1%+10.0pp | 69.1%+1.9pp | 69.6%+1.5pp |
| Annual return | 11.07% | -1.86%+12.9pp | 32.53%-21.5pp | 7.63%+3.4pp |
| Employer contribution / active EE | $221 | $1,115-80.2% | $1,961-88.7% | $2,381-90.7% |
| Participant deferral / active EE | $1,487 | $2,301-35.4% | $3,108-52.2% | $3,470-57.2% |
| Admin fee / account holder | $500 | $4,223-88.2% | $5,060-90.1% | $4,888-89.8% |