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 | $39,960 | $78,705-49.2% | $117,854-66.1% | $70,131-43.0% |
| Participation rate | 72.4% | 73.2%-0.8pp | 79.7%-7.2pp | 69.5%+2.9pp |
| Annual return | 19.37% | 23.30%-3.9pp | 335.08%-315.7pp | 73.14%-53.8pp |
| Employer contribution / active EE | $1,700 | $2,223-23.5% | $3,786-55.1% | $2,342-27.4% |
| Participant deferral / active EE | $3,252 | $3,297-1.4% | $4,482-27.4% | $3,332-2.4% |
| Admin fee / account holder | $715 | $5,065-85.9% | $8,020-91.1% | $4,645-84.6% |