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 | $34,184 | $53,127-35.7% | $86,590-60.5% | $70,131-51.3% |
| Participation rate | 78.1% | 65.3%+12.8pp | 73.5%+4.6pp | 69.5%+8.6pp |
| Annual return | 16.30% | 27.66%-11.4pp | 964.84%-948.5pp | 73.14%-56.8pp |
| Employer contribution / active EE | $469 | $2,068-77.3% | $2,839-83.5% | $2,342-80.0% |
| Participant deferral / active EE | $1,559 | $2,696-42.2% | $3,609-56.8% | $3,332-53.2% |
| Admin fee / account holder | $679 | $3,585-81.1% | $4,906-86.2% | $4,645-85.4% |