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 | $41,458 | $88,672-53.2% | $105,223-60.6% | $82,448-49.7% |
| Participation rate | 73.5% | 67.9%+5.6pp | 75.0%-1.5pp | 68.1%+5.5pp |
| Annual return | 14.03% | 30.86%-16.8pp | 180.65%-166.6pp | 41.64%-27.6pp |
| Employer contribution / active EE | $1,494 | $3,048-51.0% | $3,689-59.5% | $2,551-41.4% |
| Participant deferral / active EE | $3,399 | $4,036-15.8% | $5,072-33.0% | $4,139-17.9% |
| Admin fee / account holder | $1,406 | $7,146-80.3% | $8,859-84.1% | $7,234-80.6% |