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 | $27,844 | $76,000-63.4% | $154,107-81.9% | $64,186-56.6% |
| Participation rate | 75.0% | 70.4%+4.6pp | 83.0%-8.0pp | 69.6%+5.4pp |
| Annual return | 15.73% | 30.32%-14.6pp | 735.12%-719.4pp | 7.63%+8.1pp |
| Employer contribution / active EE | $1,607 | $3,351-52.1% | $5,298-69.7% | $2,381-32.5% |
| Participant deferral / active EE | $2,748 | $3,175-13.4% | $5,081-45.9% | $3,470-20.8% |
| Admin fee / account holder | $690 | $5,596-87.7% | $13,411-94.9% | $4,888-85.9% |