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 | $20,076 | $77,634-74.1% | $156,549-87.2% | $62,891-68.1% |
| Participation rate | 83.7% | 71.2%+12.5pp | 84.0%-0.3pp | 69.3%+14.4pp |
| Annual return | 9.03% | 50.32%-41.3pp | 32.23%-23.2pp | 20.14%-11.1pp |
| Employer contribution / active EE | $1,003 | $3,444-70.9% | $5,501-81.8% | $2,281-56.0% |
| Participant deferral / active EE | $1,972 | $3,045-35.2% | $4,871-59.5% | $3,203-38.4% |
| Admin fee / account holder | $3,208 | $5,561-42.3% | $13,027-75.4% | $4,296-25.3% |