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 | $25,901 | $91,190-71.6% | $178,490-85.5% | $79,858-67.6% |
| Participation rate | 78.0% | 69.2%+8.8pp | 81.9%-3.9pp | 69.6%+8.4pp |
| Annual return | 14.71% | 24.19%-9.5pp | 151.07%-136.4pp | 31.71%-17.0pp |
| Employer contribution / active EE | $873 | $3,256-73.2% | $5,011-82.6% | $2,471-64.7% |
| Participant deferral / active EE | $2,284 | $3,236-29.4% | $5,202-56.1% | $3,740-38.9% |
| Admin fee / account holder | $1,549 | $6,751-77.1% | $13,984-88.9% | $5,306-70.8% |