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 | $46,536 | $91,190-49.0% | $178,490-73.9% | $79,858-41.7% |
| Participation rate | 89.7% | 69.2%+20.5pp | 81.9%+7.7pp | 69.6%+20.0pp |
| Annual return | 14.95% | 24.19%-9.2pp | 151.07%-136.1pp | 31.71%-16.8pp |
| Employer contribution / active EE | $619 | $3,256-81.0% | $5,011-87.7% | $2,471-75.0% |
| Participant deferral / active EE | $1,839 | $3,236-43.2% | $5,202-64.6% | $3,740-50.8% |
| Admin fee / account holder | $523 | $6,751-92.3% | $13,984-96.3% | $5,306-90.2% |