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 | $41,235 | $95,416-56.8% | $185,823-77.8% | $85,850-52.0% |
| Participation rate | 71.8% | 68.8%+3.0pp | 81.7%-9.9pp | 69.3%+2.4pp |
| Annual return | 18.85% | 23.59%-4.7pp | 122.05%-103.2pp | 318.53%-299.7pp |
| Employer contribution / active EE | $1,769 | $3,314-46.6% | $5,167-65.8% | $2,565-31.0% |
| Participant deferral / active EE | $2,528 | $3,423-26.2% | $5,568-54.6% | $3,952-36.0% |
| Admin fee / account holder | $1,347 | $7,213-81.3% | $16,237-91.7% | $6,260-78.5% |