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 | $47,394 | $86,286-45.1% | $111,297-57.4% | $85,850-44.8% |
| Participation rate | 77.8% | 73.3%+4.4pp | 77.3%+0.5pp | 69.3%+8.5pp |
| Annual return | 14.39% | 19.99%-5.6pp | 54.65%-40.3pp | 318.53%-304.1pp |
| Employer contribution / active EE | $1,636 | $2,043-19.9% | $2,731-40.1% | $2,565-36.2% |
| Participant deferral / active EE | $2,760 | $3,641-24.2% | $4,487-38.5% | $3,952-30.1% |
| Admin fee / account holder | $938 | $8,188-88.5% | $7,964-88.2% | $6,260-85.0% |