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 | $31,671 | $76,552-58.6% | $123,892-74.4% | $62,891-49.6% |
| Participation rate | 89.5% | 73.0%+16.5pp | 81.4%+8.1pp | 69.3%+20.2pp |
| Annual return | 10.34% | 18.68%-8.3pp | 47.52%-37.2pp | 20.14%-9.8pp |
| Employer contribution / active EE | $681 | $2,883-76.4% | $4,617-85.3% | $2,281-70.2% |
| Participant deferral / active EE | $5,170 | $4,840+6.8% | $5,984-13.6% | $3,203+61.4% |
| Admin fee / account holder | $763 | $4,826-84.2% | $8,357-90.9% | $4,296-82.2% |