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 | $40,473 | $53,127-23.8% | $86,590-53.3% | $70,131-42.3% |
| Participation rate | 91.9% | 65.3%+26.6pp | 73.5%+18.3pp | 69.5%+22.4pp |
| Annual return | 14.25% | 27.66%-13.4pp | 964.84%-950.6pp | 73.14%-58.9pp |
| Employer contribution / active EE | $1,326 | $2,068-35.9% | $2,839-53.3% | $2,342-43.4% |
| Participant deferral / active EE | $2,392 | $2,696-11.3% | $3,609-33.7% | $3,332-28.2% |
| Admin fee / account holder | $776 | $3,585-78.4% | $4,906-84.2% | $4,645-83.3% |