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 | $36,689 | $86,286-57.5% | $111,297-67.0% | $85,850-57.3% |
| Participation rate | 87.5% | 73.3%+14.2pp | 77.3%+10.2pp | 69.3%+18.2pp |
| Annual return | 17.71% | 19.99%-2.3pp | 54.65%-36.9pp | 318.53%-300.8pp |
| Employer contribution / active EE | $1,241 | $2,043-39.3% | $2,731-54.6% | $2,565-51.6% |
| Participant deferral / active EE | $2,250 | $3,641-38.2% | $4,487-49.9% | $3,952-43.1% |
| Admin fee / account holder | $1,596 | $8,188-80.5% | $7,964-80.0% | $6,260-74.5% |