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 | $26,255 | $77,899-66.3% | $149,673-82.5% | $75,163-65.1% |
| Participation rate | 74.6% | 65.6%+9.1pp | 78.8%-4.1pp | 67.2%+7.5pp |
| Annual return | 19.50% | 31.72%-12.2pp | 134.42%-114.9pp | 160.62%-141.1pp |
| Employer contribution / active EE | $656 | $3,137-79.1% | $4,818-86.4% | $2,670-75.4% |
| Participant deferral / active EE | $1,007 | $3,411-70.5% | $5,680-82.3% | $4,125-75.6% |
| Admin fee / account holder | $1,037 | $5,956-82.6% | $13,210-92.1% | $5,651-81.6% |