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 | $15,919 | $48,046-66.9% | $84,611-81.2% | $72,985-78.2% |
| Participation rate | 72.7% | 57.6%+15.1pp | 68.2%+4.5pp | 69.5%+3.2pp |
| Annual return | 20.83% | 37.38%-16.6pp | 258.74%-237.9pp | 81.00%-60.2pp |
| Employer contribution / active EE | $1,373 | $1,602-14.3% | $2,652-48.2% | $2,440-43.7% |
| Participant deferral / active EE | $1,751 | $2,680-34.7% | $3,899-55.1% | $3,607-51.5% |
| Admin fee / account holder | $3,034 | $3,395-10.6% | $4,912-38.2% | $5,124-40.8% |