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 | $31,180 | $94,031-66.8% | $115,768-73.1% | $82,448-62.2% |
| Participation rate | 78.7% | 70.4%+8.3pp | 74.4%+4.3pp | 68.1%+10.6pp |
| Annual return | 22.44% | 20.61%+1.8pp | 100.46%-78.0pp | 41.64%-19.2pp |
| Employer contribution / active EE | $1,231 | $2,323-47.0% | $2,940-58.1% | $2,551-51.7% |
| Participant deferral / active EE | $3,145 | $3,972-20.8% | $4,917-36.0% | $4,139-24.0% |
| Admin fee / account holder | $1,107 | $10,249-89.2% | $12,439-91.1% | $7,234-84.7% |