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 | $31,939 | $65,365-51.1% | $92,893-65.6% | $72,985-56.2% |
| Participation rate | 74.4% | 68.3%+6.0pp | 76.0%-1.6pp | 69.5%+4.9pp |
| Annual return | 22.79% | 42.10%-19.3pp | 109.41%-86.6pp | 81.00%-58.2pp |
| Employer contribution / active EE | $1,278 | $2,594-50.7% | $3,653-65.0% | $2,440-47.6% |
| Participant deferral / active EE | $2,621 | $3,128-16.2% | $4,236-38.1% | $3,607-27.3% |
| Admin fee / account holder | $833 | $4,251-80.4% | $5,794-85.6% | $5,124-83.7% |