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 | $41,697 | $77,899-46.5% | $149,673-72.1% | $75,163-44.5% |
| Participation rate | 70.1% | 65.6%+4.5pp | 78.8%-8.7pp | 67.2%+2.9pp |
| Annual return | 15.84% | 31.72%-15.9pp | 134.42%-118.6pp | 160.62%-144.8pp |
| Employer contribution / active EE | $1,646 | $3,137-47.5% | $4,818-65.8% | $2,670-38.3% |
| Participant deferral / active EE | $2,935 | $3,411-13.9% | $5,680-48.3% | $4,125-28.8% |
| Admin fee / account holder | $1,909 | $5,956-67.9% | $13,210-85.5% | $5,651-66.2% |