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 | $19,960 | $65,365-69.5% | $92,893-78.5% | $72,985-72.7% |
| Participation rate | 76.2% | 68.3%+7.9pp | 76.0%+0.2pp | 69.5%+6.7pp |
| Annual return | 23.51% | 42.10%-18.6pp | 109.41%-85.9pp | 81.00%-57.5pp |
| Employer contribution / active EE | $1,728 | $2,594-33.4% | $3,653-52.7% | $2,440-29.2% |
| Participant deferral / active EE | $3,180 | $3,128+1.7% | $4,236-24.9% | $3,607-11.8% |
| Admin fee / account holder | $832 | $4,251-80.4% | $5,794-85.6% | $5,124-83.8% |