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 | $21,777 | $91,190-76.1% | $178,490-87.8% | $79,858-72.7% |
| Participation rate | 81.3% | 69.2%+12.0pp | 81.9%-0.7pp | 69.6%+11.6pp |
| Annual return | 20.73% | 24.19%-3.5pp | 151.07%-130.3pp | 31.71%-11.0pp |
| Employer contribution / active EE | $803 | $3,256-75.3% | $5,011-84.0% | $2,471-67.5% |
| Participant deferral / active EE | $1,147 | $3,236-64.6% | $5,202-78.0% | $3,740-69.3% |
| Admin fee / account holder | $388 | $6,751-94.3% | $13,984-97.2% | $5,306-92.7% |