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 | $27,196 | $76,552-64.5% | $123,892-78.0% | $62,891-56.8% |
| Participation rate | 87.9% | 73.0%+14.9pp | 81.4%+6.5pp | 69.3%+18.6pp |
| Annual return | 11.25% | 18.68%-7.4pp | 47.52%-36.3pp | 20.14%-8.9pp |
| Employer contribution / active EE | $1,920 | $2,883-33.4% | $4,617-58.4% | $2,281-15.8% |
| Participant deferral / active EE | $7,837 | $4,840+61.9% | $5,984+31.0% | $3,203+144.7% |
| Admin fee / account holder | $423 | $4,826-91.2% | $8,357-94.9% | $4,296-90.2% |