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 | $23,507 | $91,190-74.2% | $178,490-86.8% | $79,858-70.6% |
| Participation rate | 89.7% | 69.2%+20.5pp | 81.9%+7.7pp | 69.6%+20.0pp |
| Annual return | 14.34% | 24.19%-9.8pp | 151.07%-136.7pp | 31.71%-17.4pp |
| Employer contribution / active EE | $1,545 | $3,256-52.5% | $5,011-69.2% | $2,471-37.5% |
| Participant deferral / active EE | $1,715 | $3,236-47.0% | $5,202-67.0% | $3,740-54.1% |
| Admin fee / account holder | $312 | $6,751-95.4% | $13,984-97.8% | $5,306-94.1% |