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 | $26,392 | $64,839-59.3% | $95,585-72.4% | $84,808-68.9% |
| Participation rate | 70.8% | 63.8%+7.0pp | 72.1%-1.2pp | 68.3%+2.5pp |
| Annual return | 15.15% | -670.96%+686.1pp | 38.56%-23.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $926 | $1,759-47.3% | $2,527-63.3% | $2,631-64.8% |
| Participant deferral / active EE | $2,986 | $2,965+0.7% | $4,023-25.8% | $4,212-29.1% |
| Admin fee / account holder | $3,563 | $5,964-40.3% | $6,127-41.9% | $7,344-51.5% |