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 | $31,349 | $88,707-64.7% | $74,183-57.7% | $273,961-88.6% |
| Participation rate | 93.8% | 79.4%+14.3pp | 76.6%+17.1pp | 83.0%+10.7pp |
| Annual return | 5.34% | 11.94%-6.6pp | 17.74%-12.4pp | 41.45%-36.1pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,460 | $4,212-17.8% | $3,550-2.5% | $5,287-34.6% |
| Admin fee / account holder | $885 | $8,717-89.8% | $5,586-84.2% | $10,132-91.3% |