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 | $33,877 | $91,190-62.8% | $178,490-81.0% | $79,858-57.6% |
| Participation rate | 78.8% | 69.2%+9.5pp | 81.9%-3.2pp | 69.6%+9.1pp |
| Annual return | 17.12% | 24.19%-7.1pp | 151.07%-133.9pp | 31.71%-14.6pp |
| Employer contribution / active EE | $1,562 | $3,256-52.0% | $5,011-68.8% | $2,471-36.8% |
| Participant deferral / active EE | $2,346 | $3,236-27.5% | $5,202-54.9% | $3,740-37.3% |
| Admin fee / account holder | $2,300 | $6,751-65.9% | $13,984-83.6% | $5,306-56.7% |