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 | $18,836 | $77,634-75.7% | $156,549-88.0% | $62,891-70.0% |
| Participation rate | 87.1% | 71.2%+15.9pp | 84.0%+3.1pp | 69.3%+17.8pp |
| Annual return | 9.70% | 50.32%-40.6pp | 32.23%-22.5pp | 20.14%-10.4pp |
| Employer contribution / active EE | $2,096 | $3,444-39.1% | $5,501-61.9% | $2,281-8.1% |
| Participant deferral / active EE | $3,565 | $3,045+17.1% | $4,871-26.8% | $3,203+11.3% |
| Admin fee / account holder | $1,457 | $5,561-73.8% | $13,027-88.8% | $4,296-66.1% |