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 | $39,503 | $91,190-56.7% | $178,490-77.9% | $79,858-50.5% |
| Participation rate | 91.2% | 69.2%+22.0pp | 81.9%+9.3pp | 69.6%+21.6pp |
| Annual return | 10.07% | 24.19%-14.1pp | 151.07%-141.0pp | 31.71%-21.6pp |
| Employer contribution / active EE | $764 | $3,256-76.5% | $5,011-84.7% | $2,471-69.1% |
| Participant deferral / active EE | $2,384 | $3,236-26.3% | $5,202-54.2% | $3,740-36.3% |
| Admin fee / account holder | $8,418 | $6,751+24.7% | $13,984-39.8% | $5,306+58.6% |