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 | $25,872 | $53,127-51.3% | $86,590-70.1% | $70,131-63.1% |
| Participation rate | 81.4% | 65.3%+16.1pp | 73.5%+7.9pp | 69.5%+11.9pp |
| Annual return | 18.52% | 27.66%-9.1pp | 964.84%-946.3pp | 73.14%-54.6pp |
| Employer contribution / active EE | $349 | $2,068-83.1% | $2,839-87.7% | $2,342-85.1% |
| Participant deferral / active EE | $2,048 | $2,696-24.0% | $3,609-43.3% | $3,332-38.5% |
| Admin fee / account holder | $2,635 | $3,585-26.5% | $4,906-46.3% | $4,645-43.3% |