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 | $27,741 | $65,365-57.6% | $92,893-70.1% | $72,985-62.0% |
| Participation rate | 74.5% | 68.3%+6.2pp | 76.0%-1.5pp | 69.5%+5.1pp |
| Annual return | 24.27% | 42.10%-17.8pp | 109.41%-85.1pp | 81.00%-56.7pp |
| Employer contribution / active EE | $2,040 | $2,594-21.4% | $3,653-44.2% | $2,440-16.4% |
| Participant deferral / active EE | $2,571 | $3,128-17.8% | $4,236-39.3% | $3,607-28.7% |
| Admin fee / account holder | $610 | $4,251-85.7% | $5,794-89.5% | $5,124-88.1% |