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 | $29,963 | $91,190-67.1% | $178,490-83.2% | $79,858-62.5% |
| Participation rate | 71.1% | 69.2%+1.9pp | 81.9%-10.8pp | 69.6%+1.5pp |
| Annual return | 12.52% | 24.19%-11.7pp | 151.07%-138.6pp | 31.71%-19.2pp |
| Employer contribution / active EE | $2,117 | $3,256-35.0% | $5,011-57.8% | $2,471-14.3% |
| Participant deferral / active EE | $2,478 | $3,236-23.4% | $5,202-52.4% | $3,740-33.7% |
| Admin fee / account holder | $824 | $6,751-87.8% | $13,984-94.1% | $5,306-84.5% |