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 | $39,208 | $91,190-57.0% | $178,490-78.0% | $79,858-50.9% |
| Participation rate | 71.4% | 69.2%+2.2pp | 81.9%-10.5pp | 69.6%+1.8pp |
| Annual return | 13.64% | 24.19%-10.5pp | 151.07%-137.4pp | 31.71%-18.1pp |
| Employer contribution / active EE | $1,076 | $3,256-67.0% | $5,011-78.5% | $2,471-56.5% |
| Participant deferral / active EE | $2,067 | $3,236-36.1% | $5,202-60.3% | $3,740-44.7% |
| Admin fee / account holder | $7,512 | $6,751+11.3% | $13,984-46.3% | $5,306+41.6% |