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 | $27,610 | $77,899-64.6% | $149,673-81.6% | $75,163-63.3% |
| Participation rate | 70.5% | 65.6%+4.9pp | 78.8%-8.3pp | 67.2%+3.3pp |
| Annual return | 17.12% | 31.72%-14.6pp | 134.42%-117.3pp | 160.62%-143.5pp |
| Employer contribution / active EE | $1,321 | $3,137-57.9% | $4,818-72.6% | $2,670-50.5% |
| Participant deferral / active EE | $1,932 | $3,411-43.4% | $5,680-66.0% | $4,125-53.2% |
| Admin fee / account holder | $602 | $5,956-89.9% | $13,210-95.4% | $5,651-89.3% |