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 | $33,395 | $54,762-39.0% | $90,281-63.0% | $72,985-54.2% |
| Participation rate | 86.4% | 65.1%+21.2pp | 73.3%+13.1pp | 69.5%+16.9pp |
| Annual return | 19.43% | 30.63%-11.2pp | 78.10%-58.7pp | 81.00%-61.6pp |
| Employer contribution / active EE | $802 | $2,092-61.7% | $2,854-71.9% | $2,440-67.1% |
| Participant deferral / active EE | $5,058 | $2,887+75.2% | $3,885+30.2% | $3,607+40.2% |
| Admin fee / account holder | $4,919 | $3,972+23.8% | $5,351-8.1% | $5,124-4.0% |