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 | $25,491 | $77,634-67.2% | $156,549-83.7% | $62,891-59.5% |
| Participation rate | 73.9% | 71.2%+2.7pp | 84.0%-10.1pp | 69.3%+4.6pp |
| Annual return | 7.18% | 50.32%-43.1pp | 32.23%-25.0pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,198 | $3,444-65.2% | $5,501-78.2% | $2,281-47.5% |
| Participant deferral / active EE | $1,485 | $3,045-51.2% | $4,871-69.5% | $3,203-53.6% |
| Admin fee / account holder | $2,643 | $5,561-52.5% | $13,027-79.7% | $4,296-38.5% |