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 | $31,670 | $91,190-65.3% | $178,490-82.3% | $79,858-60.3% |
| Participation rate | 74.7% | 69.2%+5.5pp | 81.9%-7.2pp | 69.6%+5.1pp |
| Annual return | 17.03% | 24.19%-7.2pp | 151.07%-134.0pp | 31.71%-14.7pp |
| Employer contribution / active EE | $1,746 | $3,256-46.4% | $5,011-65.2% | $2,471-29.3% |
| Participant deferral / active EE | $2,559 | $3,236-20.9% | $5,202-50.8% | $3,740-31.6% |
| Admin fee / account holder | $782 | $6,751-88.4% | $13,984-94.4% | $5,306-85.3% |