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 | $39,805 | $77,899-48.9% | $149,673-73.4% | $75,163-47.0% |
| Participation rate | 79.4% | 65.6%+13.8pp | 78.8%+0.6pp | 67.2%+12.2pp |
| Annual return | 16.54% | 31.72%-15.2pp | 134.42%-117.9pp | 160.62%-144.1pp |
| Employer contribution / active EE | $4,484 | $3,137+42.9% | $4,818-6.9% | $2,670+68.0% |
| Participant deferral / active EE | $4,464 | $3,411+30.9% | $5,680-21.4% | $4,125+8.2% |
| Admin fee / account holder | $496 | $5,956-91.7% | $13,210-96.2% | $5,651-91.2% |