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 | $34,856 | $97,125-64.1% | $86,233-59.6% | $137,256-74.6% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.0%+19.9pp | 80.0%+8.9pp |
| Annual return | 17.65% | 74.19%-56.5pp | 61.39%-43.7pp | 220.34%-202.7pp |
| Employer contribution / active EE | $531 | $2,841-81.3% | $2,504-78.8% | $4,156-87.2% |
| Participant deferral / active EE | $3,246 | $5,180-37.3% | $4,559-28.8% | $6,407-49.3% |
| Admin fee / account holder | $1,266 | $9,725-87.0% | $8,342-84.8% | $12,270-89.7% |