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 | $41,367 | $80,968-48.9% | $96,544-57.2% | $75,163-45.0% |
| Participation rate | 92.7% | 71.8%+20.9pp | 76.0%+16.7pp | 67.2%+25.5pp |
| Annual return | 15.04% | 27.06%-12.0pp | 25.84%-10.8pp | 160.62%-145.6pp |
| Employer contribution / active EE | $732 | $2,282-67.9% | $2,965-75.3% | $2,670-72.6% |
| Participant deferral / active EE | $4,258 | $3,928+8.4% | $4,851-12.2% | $4,125+3.2% |
| Admin fee / account holder | $1,427 | $6,724-78.8% | $8,252-82.7% | $5,651-74.7% |