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 | $40,723 | $91,190-55.3% | $178,490-77.2% | $79,858-49.0% |
| Participation rate | 85.0% | 69.2%+15.8pp | 81.9%+3.1pp | 69.6%+15.4pp |
| Annual return | 13.68% | 24.19%-10.5pp | 151.07%-137.4pp | 31.71%-18.0pp |
| Employer contribution / active EE | $2,432 | $3,256-25.3% | $5,011-51.5% | $2,471-1.6% |
| Participant deferral / active EE | $4,357 | $3,236+34.6% | $5,202-16.2% | $3,740+16.5% |
| Admin fee / account holder | $6,848 | $6,751+1.4% | $13,984-51.0% | $5,306+29.1% |