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 | $34,129 | $84,233-59.5% | $170,442-80.0% | $70,131-51.3% |
| Participation rate | 86.7% | 70.8%+15.9pp | 83.6%+3.1pp | 69.5%+17.2pp |
| Annual return | 18.08% | 23.06%-5.0pp | 205.93%-187.9pp | 73.14%-55.1pp |
| Employer contribution / active EE | $1,288 | $3,387-62.0% | $5,433-76.3% | $2,342-45.0% |
| Participant deferral / active EE | $1,985 | $3,086-35.7% | $4,939-59.8% | $3,332-40.4% |
| Admin fee / account holder | $549 | $5,698-90.4% | $13,880-96.0% | $4,645-88.2% |