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 | $44,043 | $65,041-32.3% | $90,951-51.6% | $79,858-44.8% |
| Participation rate | 71.9% | 61.6%+10.3pp | 69.0%+2.9pp | 69.6%+2.2pp |
| Annual return | 12.31% | 30.45%-18.1pp | 134.60%-122.3pp | 31.71%-19.4pp |
| Employer contribution / active EE | $627 | $1,247-49.7% | $2,122-70.5% | $2,471-74.6% |
| Participant deferral / active EE | $1,474 | $2,512-41.3% | $3,373-56.3% | $3,740-60.6% |
| Admin fee / account holder | $6,434 | $4,536+41.8% | $5,959+8.0% | $5,306+21.2% |