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 | $33,280 | $91,190-63.5% | $178,490-81.4% | $79,858-58.3% |
| Participation rate | 85.3% | 69.2%+16.1pp | 81.9%+3.4pp | 69.6%+15.7pp |
| Annual return | 17.44% | 24.19%-6.8pp | 151.07%-133.6pp | 31.71%-14.3pp |
| Employer contribution / active EE | $1,776 | $3,256-45.5% | $5,011-64.6% | $2,471-28.1% |
| Participant deferral / active EE | $2,652 | $3,236-18.0% | $5,202-49.0% | $3,740-29.1% |
| Admin fee / account holder | $1,273 | $6,751-81.2% | $13,984-90.9% | $5,306-76.0% |