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 | $31,801 | $65,365-51.3% | $92,893-65.8% | $72,985-56.4% |
| Participation rate | 80.0% | 68.3%+11.7pp | 76.0%+4.0pp | 69.5%+10.5pp |
| Annual return | 17.92% | 42.10%-24.2pp | 109.41%-91.5pp | 81.00%-63.1pp |
| Employer contribution / active EE | $994 | $2,594-61.7% | $3,653-72.8% | $2,440-59.3% |
| Participant deferral / active EE | $4,899 | $3,128+56.6% | $4,236+15.6% | $3,607+35.8% |
| Admin fee / account holder | $912 | $4,251-78.5% | $5,794-84.3% | $5,124-82.2% |