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 | $50,090 | $70,669-29.1% | $169,368-70.4% | $75,163-33.4% |
| Participation rate | 77.3% | 64.8%+12.5pp | 77.1%+0.1pp | 67.2%+10.1pp |
| Annual return | 19.11% | 36.36%-17.2pp | 405.60%-386.5pp | 160.62%-141.5pp |
| Employer contribution / active EE | $1,478 | $2,211-33.1% | $4,013-63.2% | $2,670-44.6% |
| Participant deferral / active EE | $5,037 | $4,311+16.9% | $6,221-19.0% | $4,125+22.1% |
| Admin fee / account holder | $1,048 | $5,402-80.6% | $9,003-88.4% | $5,651-81.5% |