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 | $48,704 | $89,355-45.5% | $141,162-65.5% | $72,985-33.3% |
| Participation rate | 76.3% | 75.1%+1.2pp | 82.5%-6.2pp | 69.5%+6.8pp |
| Annual return | 25.00% | 111.85%-86.8pp | 71.39%-46.4pp | 81.00%-56.0pp |
| Employer contribution / active EE | $921 | $3,114-70.4% | $4,735-80.5% | $2,440-62.2% |
| Participant deferral / active EE | $3,985 | $5,418-26.5% | $6,709-40.6% | $3,607+10.5% |
| Admin fee / account holder | $3,624 | $5,958-39.2% | $10,261-64.7% | $5,124-29.3% |