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 | $24,772 | $77,899-68.2% | $149,673-83.4% | $75,163-67.0% |
| Participation rate | 72.2% | 65.6%+6.6pp | 78.8%-6.5pp | 67.2%+5.0pp |
| Annual return | 17.12% | 31.72%-14.6pp | 134.42%-117.3pp | 160.62%-143.5pp |
| Employer contribution / active EE | $2,410 | $3,137-23.2% | $4,818-50.0% | $2,670-9.7% |
| Participant deferral / active EE | $3,196 | $3,411-6.3% | $5,680-43.7% | $4,125-22.5% |
| Admin fee / account holder | $3,862 | $5,956-35.2% | $13,210-70.8% | $5,651-31.7% |