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 | $35,252 | $91,190-61.3% | $178,490-80.2% | $79,858-55.9% |
| Participation rate | 73.3% | 69.2%+4.1pp | 81.9%-8.6pp | 69.6%+3.7pp |
| Annual return | 17.36% | 24.19%-6.8pp | 151.07%-133.7pp | 31.71%-14.4pp |
| Employer contribution / active EE | $1,467 | $3,256-55.0% | $5,011-70.7% | $2,471-40.6% |
| Participant deferral / active EE | $1,914 | $3,236-40.9% | $5,202-63.2% | $3,740-48.8% |
| Admin fee / account holder | $360 | $6,751-94.7% | $13,984-97.4% | $5,306-93.2% |