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 | $49,679 | $99,652-50.1% | $78,778-36.9% | $147,584-66.3% |
| Participation rate | 87.5% | 76.2%+11.3pp | 69.2%+18.3pp | 82.8%+4.7pp |
| Annual return | 14.78% | 47.28%-32.5pp | 35.62%-20.8pp | 578.55%-563.8pp |
| Employer contribution / active EE | $1,604 | $2,796-42.6% | $1,986-19.2% | $4,876-67.1% |
| Participant deferral / active EE | $2,624 | $3,664-28.4% | $2,958-11.3% | $5,439-51.8% |
| Admin fee / account holder | $2,899 | $7,155-59.5% | $5,134-43.5% | $10,885-73.4% |