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 | $45,599 | $91,190-50.0% | $178,490-74.5% | $79,858-42.9% |
| Participation rate | 73.9% | 69.2%+4.7pp | 81.9%-8.0pp | 69.6%+4.3pp |
| Annual return | 24.04% | 24.19%-0.1pp | 151.07%-127.0pp | 31.71%-7.7pp |
| Employer contribution / active EE | $1,426 | $3,256-56.2% | $5,011-71.5% | $2,471-42.3% |
| Participant deferral / active EE | $2,588 | $3,236-20.0% | $5,202-50.3% | $3,740-30.8% |
| Admin fee / account holder | $1,524 | $6,751-77.4% | $13,984-89.1% | $5,306-71.3% |