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 | $30,546 | $65,409-53.3% | $98,442-69.0% | $85,850-64.4% |
| Participation rate | 75.0% | 65.0%+10.0pp | 73.3%+1.7pp | 69.3%+5.7pp |
| Annual return | 16.76% | 21.76%-5.0pp | 1492.73%-1476.0pp | 318.53%-301.8pp |
| Employer contribution / active EE | $1,070 | $2,168-50.6% | $2,960-63.8% | $2,565-58.3% |
| Participant deferral / active EE | $1,381 | $3,166-56.4% | $4,276-67.7% | $3,952-65.1% |
| Admin fee / account holder | $410 | $4,593-91.1% | $5,949-93.1% | $6,260-93.4% |