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 | $43,003 | $78,422-45.2% | $95,952-55.2% | $79,858-46.2% |
| Participation rate | 81.6% | 73.5%+8.1pp | 77.1%+4.5pp | 69.6%+11.9pp |
| Annual return | 11.52% | 19.37%-7.8pp | 91.61%-80.1pp | 31.71%-20.2pp |
| Employer contribution / active EE | $676 | $1,945-65.3% | $2,541-73.4% | $2,471-72.6% |
| Participant deferral / active EE | $2,046 | $3,440-40.5% | $4,167-50.9% | $3,740-45.3% |
| Admin fee / account holder | $1,720 | $5,622-69.4% | $6,795-74.7% | $5,306-67.6% |