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 | $36,995 | $61,774-40.1% | $97,226-61.9% | $80,856-54.2% |
| Participation rate | 80.3% | 63.5%+16.8pp | 72.7%+7.6pp | 67.6%+12.6pp |
| Annual return | 16.06% | -557.90%+574.0pp | 75.13%-59.1pp | 35.59%-19.5pp |
| Employer contribution / active EE | $1,770 | $1,837-3.6% | $2,729-35.1% | $2,755-35.8% |
| Participant deferral / active EE | $1,870 | $3,029-38.3% | $4,264-56.1% | $4,296-56.5% |
| Admin fee / account holder | $1,719 | $5,166-66.7% | $5,654-69.6% | $6,918-75.2% |