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 | $45,119 | $77,899-42.1% | $149,673-69.9% | $75,163-40.0% |
| Participation rate | 77.3% | 65.6%+11.7pp | 78.8%-1.4pp | 67.2%+10.1pp |
| Annual return | 14.24% | 31.72%-17.5pp | 134.42%-120.2pp | 160.62%-146.4pp |
| Employer contribution / active EE | $2,191 | $3,137-30.2% | $4,818-54.5% | $2,670-17.9% |
| Participant deferral / active EE | $3,017 | $3,411-11.6% | $5,680-46.9% | $4,125-26.9% |
| Admin fee / account holder | $2,131 | $5,956-64.2% | $13,210-83.9% | $5,651-62.3% |