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 | $37,601 | $91,190-58.8% | $178,490-78.9% | $79,858-52.9% |
| Participation rate | 73.2% | 69.2%+4.0pp | 81.9%-8.8pp | 69.6%+3.5pp |
| Annual return | 13.58% | 24.19%-10.6pp | 151.07%-137.5pp | 31.71%-18.1pp |
| Employer contribution / active EE | $1,970 | $3,256-39.5% | $5,011-60.7% | $2,471-20.3% |
| Participant deferral / active EE | $2,757 | $3,236-14.8% | $5,202-47.0% | $3,740-26.3% |
| Admin fee / account holder | $345 | $6,751-94.9% | $13,984-97.5% | $5,306-93.5% |