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 | $30,787 | $77,899-60.5% | $149,673-79.4% | $75,163-59.0% |
| Participation rate | 72.2% | 65.6%+6.6pp | 78.8%-6.6pp | 67.2%+5.0pp |
| Annual return | 18.58% | 31.72%-13.1pp | 134.42%-115.8pp | 160.62%-142.0pp |
| Employer contribution / active EE | $1,253 | $3,137-60.1% | $4,818-74.0% | $2,670-53.1% |
| Participant deferral / active EE | $2,255 | $3,411-33.9% | $5,680-60.3% | $4,125-45.3% |
| Admin fee / account holder | $974 | $5,956-83.6% | $13,210-92.6% | $5,651-82.8% |