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 | $18,816 | $65,395-71.2% | $182,532-89.7% | $72,985-74.2% |
| Participation rate | 70.4% | 65.4%+4.9pp | 78.0%-7.6pp | 69.5%+0.9pp |
| Annual return | 23.53% | 27.68%-4.2pp | 148.54%-125.0pp | 81.00%-57.5pp |
| Employer contribution / active EE | $607 | $1,911-68.2% | $4,076-85.1% | $2,440-75.1% |
| Participant deferral / active EE | $1,331 | $3,563-62.6% | $5,524-75.9% | $3,607-63.1% |
| Admin fee / account holder | $1,052 | $4,245-75.2% | $8,592-87.8% | $5,124-79.5% |