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 | $36,940 | $95,416-61.3% | $185,823-80.1% | $85,850-57.0% |
| Participation rate | 86.8% | 68.8%+18.1pp | 81.7%+5.1pp | 69.3%+17.5pp |
| Annual return | 12.35% | 23.59%-11.2pp | 122.05%-109.7pp | 318.53%-306.2pp |
| Employer contribution / active EE | $1,107 | $3,314-66.6% | $5,167-78.6% | $2,565-56.9% |
| Participant deferral / active EE | $2,334 | $3,423-31.8% | $5,568-58.1% | $3,952-40.9% |
| Admin fee / account holder | $5,535 | $7,213-23.3% | $16,237-65.9% | $6,260-11.6% |