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 | $54,221 | $104,664-48.2% | $85,682-36.7% | $167,490-67.6% |
| Participation rate | 70.0% | 76.4%-6.4pp | 69.9%+0.1pp | 82.1%-12.1pp |
| Annual return | 13.58% | 21.45%-7.9pp | 21.49%-7.9pp | 478.56%-465.0pp |
| Employer contribution / active EE | $1,084 | $3,337-67.5% | $2,618-58.6% | $4,837-77.6% |
| Participant deferral / active EE | $3,587 | $4,824-25.7% | $3,923-8.6% | $6,341-43.4% |
| Admin fee / account holder | $535 | $10,032-94.7% | $6,873-92.2% | $12,309-95.7% |