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 5-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 | $21,617 | $61,272-64.7% | $149,673-85.6% | $71,457-69.7% |
| Participation rate | 79.3% | 62.5%+16.8pp | 78.8%+0.5pp | 67.9%+11.3pp |
| Annual return | 16.47% | 35.85%-19.4pp | 134.42%-117.9pp | 28.85%-12.4pp |
| Employer contribution / active EE | $1,339 | $2,378-43.7% | $4,818-72.2% | $2,588-48.3% |
| Participant deferral / active EE | $1,883 | $2,917-35.4% | $5,680-66.8% | $4,289-56.1% |
| Admin fee / account holder | $1,576 | $1,261+24.9% | $13,210-88.1% | $1,587-0.7% |