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 | $36,025 | $91,190-60.5% | $178,490-79.8% | $79,858-54.9% |
| Participation rate | 70.4% | 69.2%+1.2pp | 81.9%-11.6pp | 69.6%+0.7pp |
| Annual return | 14.29% | 24.19%-9.9pp | 151.07%-136.8pp | 31.71%-17.4pp |
| Employer contribution / active EE | $1,171 | $3,256-64.0% | $5,011-76.6% | $2,471-52.6% |
| Participant deferral / active EE | $3,438 | $3,236+6.3% | $5,202-33.9% | $3,740-8.1% |
| Admin fee / account holder | $411 | $6,751-93.9% | $13,984-97.1% | $5,306-92.3% |