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 | $42,784 | $91,190-53.1% | $178,490-76.0% | $79,858-46.4% |
| Participation rate | 70.3% | 69.2%+1.1pp | 81.9%-11.7pp | 69.6%+0.6pp |
| Annual return | 15.80% | 24.19%-8.4pp | 151.07%-135.3pp | 31.71%-15.9pp |
| Employer contribution / active EE | $3,896 | $3,256+19.7% | $5,011-22.2% | $2,471+57.7% |
| Participant deferral / active EE | $1,588 | $3,236-50.9% | $5,202-69.5% | $3,740-57.5% |
| Admin fee / account holder | $551 | $6,751-91.8% | $13,984-96.1% | $5,306-89.6% |