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 | $36,221 | $77,899-53.5% | $149,673-75.8% | $75,163-51.8% |
| Participation rate | 71.3% | 65.6%+5.7pp | 78.8%-7.5pp | 67.2%+4.1pp |
| Annual return | 19.01% | 31.72%-12.7pp | 134.42%-115.4pp | 160.62%-141.6pp |
| Employer contribution / active EE | $1,610 | $3,137-48.7% | $4,818-66.6% | $2,670-39.7% |
| Participant deferral / active EE | $3,105 | $3,411-9.0% | $5,680-45.3% | $4,125-24.7% |
| Admin fee / account holder | $2,068 | $5,956-65.3% | $13,210-84.3% | $5,651-63.4% |