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 | $34,648 | $65,041-46.7% | $90,951-61.9% | $79,858-56.6% |
| Participation rate | 79.5% | 61.6%+17.8pp | 69.0%+10.4pp | 69.6%+9.8pp |
| Annual return | 13.78% | 30.45%-16.7pp | 134.60%-120.8pp | 31.71%-17.9pp |
| Employer contribution / active EE | $1,449 | $1,247+16.2% | $2,122-31.7% | $2,471-41.4% |
| Participant deferral / active EE | $2,351 | $2,512-6.4% | $3,373-30.3% | $3,740-37.1% |
| Admin fee / account holder | $1,846 | $4,536-59.3% | $5,959-69.0% | $5,306-65.2% |