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 | $25,297 | $91,190-72.3% | $178,490-85.8% | $79,858-68.3% |
| Participation rate | 84.4% | 69.2%+15.2pp | 81.9%+2.5pp | 69.6%+14.8pp |
| Annual return | 10.29% | 24.19%-13.9pp | 151.07%-140.8pp | 31.71%-21.4pp |
| Employer contribution / active EE | $2,046 | $3,256-37.2% | $5,011-59.2% | $2,471-17.2% |
| Participant deferral / active EE | $3,428 | $3,236+5.9% | $5,202-34.1% | $3,740-8.4% |
| Admin fee / account holder | $785 | $6,751-88.4% | $13,984-94.4% | $5,306-85.2% |