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 | $32,321 | $69,515-53.5% | $86,874-62.8% | $85,850-62.4% |
| Participation rate | 76.8% | 66.3%+10.5pp | 71.6%+5.1pp | 69.3%+7.5pp |
| Annual return | 15.62% | 20.12%-4.5pp | 63.52%-47.9pp | 318.53%-302.9pp |
| Employer contribution / active EE | $1,155 | $1,880-38.6% | $2,495-53.7% | $2,565-55.0% |
| Participant deferral / active EE | $2,494 | $2,919-14.6% | $3,699-32.6% | $3,952-36.9% |
| Admin fee / account holder | $1,366 | $5,972-77.1% | $5,828-76.6% | $6,260-78.2% |