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 | $31,962 | $95,416-66.5% | $185,823-82.8% | $85,850-62.8% |
| Participation rate | 76.7% | 68.8%+7.9pp | 81.7%-5.0pp | 69.3%+7.4pp |
| Annual return | 26.24% | 23.59%+2.7pp | 122.05%-95.8pp | 318.53%-292.3pp |
| Employer contribution / active EE | $668 | $3,314-79.8% | $5,167-87.1% | $2,565-74.0% |
| Participant deferral / active EE | $1,818 | $3,423-46.9% | $5,568-67.3% | $3,952-54.0% |
| Admin fee / account holder | $716 | $7,213-90.1% | $16,237-95.6% | $6,260-88.6% |