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 | $43,481 | $70,428-38.3% | $96,562-55.0% | $85,850-49.4% |
| Participation rate | 97.1% | 61.8%+35.3pp | 69.8%+27.2pp | 69.3%+27.7pp |
| Annual return | 11.13% | 18.59%-7.5pp | 37.78%-26.6pp | 318.53%-307.4pp |
| Employer contribution / active EE | $558 | $1,413-60.5% | $2,356-76.3% | $2,565-78.3% |
| Participant deferral / active EE | $3,660 | $2,894+26.5% | $3,849-4.9% | $3,952-7.4% |
| Admin fee / account holder | $881 | $4,997-82.4% | $6,181-85.7% | $6,260-85.9% |