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 | $39,324 | $109,359-64.0% | $162,163-75.8% | $72,985-46.1% |
| Participation rate | 76.2% | 84.3%-8.1pp | 87.6%-11.4pp | 69.5%+6.7pp |
| Annual return | 23.11% | 25.46%-2.3pp | 115.59%-92.5pp | 81.00%-57.9pp |
| Employer contribution / active EE | $1,441 | $3,907-63.1% | $5,614-74.3% | $2,440-41.0% |
| Participant deferral / active EE | $2,684 | $5,481-51.0% | $7,298-63.2% | $3,607-25.6% |
| Admin fee / account holder | $1,121 | $7,972-85.9% | $10,843-89.7% | $5,124-78.1% |