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 | $27,313 | $65,365-58.2% | $92,893-70.6% | $72,985-62.6% |
| Participation rate | 91.1% | 68.3%+22.8pp | 76.0%+15.1pp | 69.5%+21.6pp |
| Annual return | 19.69% | 42.10%-22.4pp | 109.41%-89.7pp | 81.00%-61.3pp |
| Employer contribution / active EE | $1,358 | $2,594-47.6% | $3,653-62.8% | $2,440-44.3% |
| Participant deferral / active EE | $5,241 | $3,128+67.5% | $4,236+23.7% | $3,607+45.3% |
| Admin fee / account holder | $7,342 | $4,251+72.7% | $5,794+26.7% | $5,124+43.3% |