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 | $38,897 | $91,190-57.3% | $178,490-78.2% | $79,858-51.3% |
| Participation rate | 95.5% | 69.2%+26.3pp | 81.9%+13.6pp | 69.6%+25.9pp |
| Annual return | 11.63% | 24.19%-12.6pp | 151.07%-139.4pp | 31.71%-20.1pp |
| Employer contribution / active EE | $1,563 | $3,256-52.0% | $5,011-68.8% | $2,471-36.7% |
| Participant deferral / active EE | $3,573 | $3,236+10.4% | $5,202-31.3% | $3,740-4.5% |
| Admin fee / account holder | $1,789 | $6,751-73.5% | $13,984-87.2% | $5,306-66.3% |