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 | $37,308 | $47,944-22.2% | $67,834-45.0% | $62,891-40.7% |
| Participation rate | 87.5% | 61.1%+26.4pp | 68.8%+18.7pp | 69.3%+18.2pp |
| Annual return | 7.51% | 11.77%-4.3pp | 138.47%-131.0pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,278 | $1,562-18.2% | $2,403-46.8% | $2,281-43.9% |
| Participant deferral / active EE | $2,683 | $2,247+19.4% | $3,160-15.1% | $3,203-16.2% |
| Admin fee / account holder | $1,413 | $3,712-61.9% | $4,622-69.4% | $4,296-67.1% |