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 | $86,253 | $64,324+34.1% | $118,925-27.5% | $79,858+8.0% |
| Participation rate | 79.1% | 64.9%+14.2pp | 75.4%+3.7pp | 69.6%+9.4pp |
| Annual return | 15.03% | 86.45%-71.4pp | 35.88%-20.8pp | 31.71%-16.7pp |
| Employer contribution / active EE | $972 | $1,836-47.1% | $3,263-70.2% | $2,471-60.7% |
| Participant deferral / active EE | $2,020 | $2,824-28.5% | $4,265-52.6% | $3,740-46.0% |
| Admin fee / account holder | $1,288 | $4,040-68.1% | $6,581-80.4% | $5,306-75.7% |