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 | $31,399 | $63,346-50.4% | $92,233-66.0% | $70,131-55.2% |
| Participation rate | 97.1% | 68.7%+28.4pp | 76.5%+20.6pp | 69.5%+27.5pp |
| Annual return | 15.88% | 530.12%-514.2pp | 176.28%-160.4pp | 73.14%-57.3pp |
| Employer contribution / active EE | $1,873 | $2,471-24.2% | $3,679-49.1% | $2,342-20.0% |
| Participant deferral / active EE | $3,201 | $2,854+12.2% | $3,897-17.9% | $3,332-3.9% |
| Admin fee / account holder | $2,628 | $3,840-31.6% | $5,194-49.4% | $4,645-43.4% |