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 | $41,975 | $65,041-35.5% | $90,951-53.8% | $79,858-47.4% |
| Participation rate | 81.6% | 61.6%+20.0pp | 69.0%+12.6pp | 69.6%+12.0pp |
| Annual return | 11.19% | 30.45%-19.3pp | 134.60%-123.4pp | 31.71%-20.5pp |
| Employer contribution / active EE | $1,006 | $1,247-19.3% | $2,122-52.6% | $2,471-59.3% |
| Participant deferral / active EE | $4,090 | $2,512+62.8% | $3,373+21.3% | $3,740+9.3% |
| Admin fee / account holder | $2,502 | $4,536-44.8% | $5,959-58.0% | $5,306-52.8% |