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 | $21,386 | $90,503-76.4% | $78,689-72.8% | $273,961-92.2% |
| Participation rate | 87.0% | 76.5%+10.4pp | 73.6%+13.4pp | 83.0%+3.9pp |
| Annual return | 3.44% | 75.60%-72.2pp | 62.18%-58.7pp | 41.45%-38.0pp |
| Employer contribution / active EE | $446 | $3,176-85.9% | $2,851-84.3% | $4,869-90.8% |
| Participant deferral / active EE | $1,383 | $3,901-64.5% | $3,517-60.7% | $5,287-73.8% |
| Admin fee / account holder | $7,543 | $5,263+43.3% | $4,510+67.2% | $10,132-25.5% |