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 | $25,094 | $76,000-67.0% | $154,107-83.7% | $64,186-60.9% |
| Participation rate | 96.8% | 70.4%+26.4pp | 83.0%+13.7pp | 69.6%+27.2pp |
| Annual return | 3.00% | 30.32%-27.3pp | 735.12%-732.1pp | 7.63%-4.6pp |
| Employer contribution / active EE | $2,177 | $3,351-35.0% | $5,298-58.9% | $2,381-8.6% |
| Participant deferral / active EE | $1,952 | $3,175-38.5% | $5,081-61.6% | $3,470-43.7% |
| Admin fee / account holder | $2,253 | $5,596-59.7% | $13,411-83.2% | $4,888-53.9% |