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 | $44,887 | $68,547-34.5% | $120,354-62.7% | $80,856-44.5% |
| Participation rate | 80.8% | 61.6%+19.2pp | 71.9%+8.9pp | 67.6%+13.1pp |
| Annual return | 14.53% | 23.60%-9.1pp | 107.15%-92.6pp | 35.59%-21.1pp |
| Employer contribution / active EE | $877 | $2,051-57.2% | $3,463-74.7% | $2,755-68.1% |
| Participant deferral / active EE | $2,172 | $3,173-31.6% | $4,991-56.5% | $4,296-49.4% |
| Admin fee / account holder | $1,763 | $5,732-69.2% | $9,423-81.3% | $6,918-74.5% |