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 | $23,433 | $64,324-63.6% | $118,925-80.3% | $79,858-70.7% |
| Participation rate | 70.6% | 64.9%+5.7pp | 75.4%-4.8pp | 69.6%+1.0pp |
| Annual return | 13.54% | 86.45%-72.9pp | 35.88%-22.3pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,897 | $1,836+3.3% | $3,263-41.9% | $2,471-23.2% |
| Participant deferral / active EE | $2,882 | $2,824+2.1% | $4,265-32.4% | $3,740-23.0% |
| Admin fee / account holder | $659 | $4,040-83.7% | $6,581-90.0% | $5,306-87.6% |