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 | $31,764 | $65,041-51.2% | $90,951-65.1% | $79,858-60.2% |
| Participation rate | 80.4% | 61.6%+18.8pp | 69.0%+11.3pp | 69.6%+10.7pp |
| Annual return | 15.80% | 30.45%-14.7pp | 134.60%-118.8pp | 31.71%-15.9pp |
| Employer contribution / active EE | $1,541 | $1,247+23.6% | $2,122-27.4% | $2,471-37.6% |
| Participant deferral / active EE | $2,650 | $2,512+5.5% | $3,373-21.4% | $3,740-29.1% |
| Admin fee / account holder | $2,073 | $4,536-54.3% | $5,959-65.2% | $5,306-60.9% |