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 | $32,680 | $43,723-25.3% | $121,196-73.0% | $64,186-49.1% |
| Participation rate | 74.4% | 58.3%+16.1pp | 71.7%+2.7pp | 69.6%+4.9pp |
| Annual return | 10.97% | 68.91%-57.9pp | 16.93%-6.0pp | 7.63%+3.3pp |
| Employer contribution / active EE | $765 | $1,296-41.0% | $4,022-81.0% | $2,381-67.9% |
| Participant deferral / active EE | $1,963 | $2,280-13.9% | $3,344-41.3% | $3,470-43.4% |
| Admin fee / account holder | $4,829 | $3,501+37.9% | $5,019-3.8% | $4,888-1.2% |