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 | $52,164 | $91,190-42.8% | $178,490-70.8% | $79,858-34.7% |
| Participation rate | 71.2% | 69.2%+2.0pp | 81.9%-10.7pp | 69.6%+1.6pp |
| Annual return | 21.74% | 24.19%-2.4pp | 151.07%-129.3pp | 31.71%-10.0pp |
| Employer contribution / active EE | $1,237 | $3,256-62.0% | $5,011-75.3% | $2,471-49.9% |
| Participant deferral / active EE | $3,367 | $3,236+4.0% | $5,202-35.3% | $3,740-10.0% |
| Admin fee / account holder | $575 | $6,751-91.5% | $13,984-95.9% | $5,306-89.2% |