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 | $23,520 | $65,395-64.0% | $182,532-87.1% | $72,985-67.8% |
| Participation rate | 72.4% | 65.4%+7.0pp | 78.0%-5.6pp | 69.5%+2.9pp |
| Annual return | 47.82% | 27.68%+20.1pp | 148.54%-100.7pp | 81.00%-33.2pp |
| Employer contribution / active EE | $416 | $1,911-78.3% | $4,076-89.8% | $2,440-83.0% |
| Participant deferral / active EE | $2,593 | $3,563-27.2% | $5,524-53.1% | $3,607-28.1% |
| Admin fee / account holder | $1,869 | $4,245-56.0% | $8,592-78.2% | $5,124-63.5% |