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 | $28,848 | $77,899-63.0% | $149,673-80.7% | $75,163-61.6% |
| Participation rate | 80.4% | 65.6%+14.9pp | 78.8%+1.7pp | 67.2%+13.2pp |
| Annual return | 13.80% | 31.72%-17.9pp | 134.42%-120.6pp | 160.62%-146.8pp |
| Employer contribution / active EE | $652 | $3,137-79.2% | $4,818-86.5% | $2,670-75.6% |
| Participant deferral / active EE | $1,798 | $3,411-47.3% | $5,680-68.3% | $4,125-56.4% |
| Admin fee / account holder | $2,053 | $5,956-65.5% | $13,210-84.5% | $5,651-63.7% |