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 | $32,421 | $91,190-64.4% | $178,490-81.8% | $79,858-59.4% |
| Participation rate | 91.9% | 69.2%+22.7pp | 81.9%+10.0pp | 69.6%+22.3pp |
| Annual return | 21.16% | 24.19%-3.0pp | 151.07%-129.9pp | 31.71%-10.6pp |
| Employer contribution / active EE | $1,352 | $3,256-58.5% | $5,011-73.0% | $2,471-45.3% |
| Participant deferral / active EE | $2,784 | $3,236-14.0% | $5,202-46.5% | $3,740-25.6% |
| Admin fee / account holder | $6,170 | $6,751-8.6% | $13,984-55.9% | $5,306+16.3% |