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 | $36,638 | $65,365-43.9% | $92,893-60.6% | $72,985-49.8% |
| Participation rate | 82.0% | 68.3%+13.7pp | 76.0%+6.0pp | 69.5%+12.5pp |
| Annual return | 16.72% | 42.10%-25.4pp | 109.41%-92.7pp | 81.00%-64.3pp |
| Employer contribution / active EE | $1,380 | $2,594-46.8% | $3,653-62.2% | $2,440-43.4% |
| Participant deferral / active EE | $2,506 | $3,128-19.9% | $4,236-40.8% | $3,607-30.5% |
| Admin fee / account holder | $1,600 | $4,251-62.4% | $5,794-72.4% | $5,124-68.8% |