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 | $33,116 | $76,000-56.4% | $154,107-78.5% | $64,186-48.4% |
| Participation rate | 88.2% | 70.4%+17.8pp | 83.0%+5.2pp | 69.6%+18.7pp |
| Annual return | 13.58% | 30.32%-16.7pp | 735.12%-721.5pp | 7.63%+6.0pp |
| Employer contribution / active EE | $1,820 | $3,351-45.7% | $5,298-65.6% | $2,381-23.6% |
| Participant deferral / active EE | $2,927 | $3,175-7.8% | $5,081-42.4% | $3,470-15.6% |
| Admin fee / account holder | $2,349 | $5,596-58.0% | $13,411-82.5% | $4,888-52.0% |