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 | $24,112 | $65,365-63.1% | $92,893-74.0% | $72,985-67.0% |
| Participation rate | 77.0% | 68.3%+8.7pp | 76.0%+1.0pp | 69.5%+7.6pp |
| Annual return | 19.53% | 42.10%-22.6pp | 109.41%-89.9pp | 81.00%-61.5pp |
| Employer contribution / active EE | $1,332 | $2,594-48.7% | $3,653-63.5% | $2,440-45.4% |
| Participant deferral / active EE | $1,562 | $3,128-50.1% | $4,236-63.1% | $3,607-56.7% |
| Admin fee / account holder | $570 | $4,251-86.6% | $5,794-90.2% | $5,124-88.9% |