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 | $31,821 | $91,190-65.1% | $178,490-82.2% | $79,858-60.2% |
| Participation rate | 92.0% | 69.2%+22.8pp | 81.9%+10.1pp | 69.6%+22.4pp |
| Annual return | 13.75% | 24.19%-10.4pp | 151.07%-137.3pp | 31.71%-18.0pp |
| Employer contribution / active EE | $1,036 | $3,256-68.2% | $5,011-79.3% | $2,471-58.1% |
| Participant deferral / active EE | $3,106 | $3,236-4.0% | $5,202-40.3% | $3,740-17.0% |
| Admin fee / account holder | $2,649 | $6,751-60.8% | $13,984-81.1% | $5,306-50.1% |