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 | $23,699 | $65,365-63.7% | $92,893-74.5% | $72,985-67.5% |
| Participation rate | 72.3% | 68.3%+4.0pp | 76.0%-3.7pp | 69.5%+2.8pp |
| Annual return | 16.44% | 42.10%-25.7pp | 109.41%-93.0pp | 81.00%-64.6pp |
| Employer contribution / active EE | $1,566 | $2,594-39.6% | $3,653-57.1% | $2,440-35.8% |
| Participant deferral / active EE | $2,017 | $3,128-35.5% | $4,236-52.4% | $3,607-44.1% |
| Admin fee / account holder | $2,439 | $4,251-42.6% | $5,794-57.9% | $5,124-52.4% |