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 | $46,077 | $91,190-49.5% | $178,490-74.2% | $79,858-42.3% |
| Participation rate | 91.9% | 69.2%+22.7pp | 81.9%+10.0pp | 69.6%+22.3pp |
| Annual return | 14.16% | 24.19%-10.0pp | 151.07%-136.9pp | 31.71%-17.6pp |
| Employer contribution / active EE | $3,617 | $3,256+11.1% | $5,011-27.8% | $2,471+46.4% |
| Participant deferral / active EE | $3,027 | $3,236-6.5% | $5,202-41.8% | $3,740-19.1% |
| Admin fee / account holder | $1,879 | $6,751-72.2% | $13,984-86.6% | $5,306-64.6% |