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 | $42,724 | $95,416-55.2% | $185,823-77.0% | $85,850-50.2% |
| Participation rate | 73.3% | 68.8%+4.6pp | 81.7%-8.4pp | 69.3%+4.0pp |
| Annual return | 13.41% | 23.59%-10.2pp | 122.05%-108.6pp | 318.53%-305.1pp |
| Employer contribution / active EE | $1,616 | $3,314-51.2% | $5,167-68.7% | $2,565-37.0% |
| Participant deferral / active EE | $2,709 | $3,423-20.9% | $5,568-51.4% | $3,952-31.5% |
| Admin fee / account holder | $2,962 | $7,213-58.9% | $16,237-81.8% | $6,260-52.7% |