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 | $21,327 | $77,634-72.5% | $156,549-86.4% | $62,891-66.1% |
| Participation rate | 71.7% | 71.2%+0.5pp | 84.0%-12.3pp | 69.3%+2.4pp |
| Annual return | 9.36% | 50.32%-41.0pp | 32.23%-22.9pp | 20.14%-10.8pp |
| Employer contribution / active EE | $1,389 | $3,444-59.7% | $5,501-74.8% | $2,281-39.1% |
| Participant deferral / active EE | $3,587 | $3,045+17.8% | $4,871-26.4% | $3,203+12.0% |
| Admin fee / account holder | $5,172 | $5,561-7.0% | $13,027-60.3% | $4,296+20.4% |