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 | $24,426 | $91,190-73.2% | $178,490-86.3% | $79,858-69.4% |
| Participation rate | 92.0% | 69.2%+22.8pp | 81.9%+10.1pp | 69.6%+22.4pp |
| Annual return | 10.06% | 24.19%-14.1pp | 151.07%-141.0pp | 31.71%-21.7pp |
| Employer contribution / active EE | $805 | $3,256-75.3% | $5,011-83.9% | $2,471-67.4% |
| Participant deferral / active EE | $2,183 | $3,236-32.6% | $5,202-58.0% | $3,740-41.6% |
| Admin fee / account holder | $1,953 | $6,751-71.1% | $13,984-86.0% | $5,306-63.2% |