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 | $33,454 | $69,977-52.2% | $108,579-69.2% | $62,891-46.8% |
| Participation rate | 91.8% | 72.9%+18.9pp | 79.6%+12.3pp | 69.3%+22.5pp |
| Annual return | 7.38% | 10.73%-3.3pp | -51.70%+59.1pp | 20.14%-12.8pp |
| Employer contribution / active EE | $553 | $2,135-74.1% | $3,758-85.3% | $2,281-75.8% |
| Participant deferral / active EE | $2,411 | $3,165-23.8% | $4,311-44.1% | $3,203-24.7% |
| Admin fee / account holder | $348 | $5,076-93.1% | $7,645-95.4% | $4,296-91.9% |