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 | $26,650 | $91,190-70.8% | $178,490-85.1% | $79,858-66.6% |
| Participation rate | 85.0% | 69.2%+15.8pp | 81.9%+3.1pp | 69.6%+15.4pp |
| Annual return | 16.54% | 24.19%-7.6pp | 151.07%-134.5pp | 31.71%-15.2pp |
| Employer contribution / active EE | $2,180 | $3,256-33.1% | $5,011-56.5% | $2,471-11.8% |
| Participant deferral / active EE | $3,203 | $3,236-1.0% | $5,202-38.4% | $3,740-14.4% |
| Admin fee / account holder | $3,892 | $6,751-42.3% | $13,984-72.2% | $5,306-26.6% |