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 | $48,709 | $58,512-16.8% | $84,015-42.0% | $72,985-33.3% |
| Participation rate | 83.3% | 61.2%+22.1pp | 69.0%+14.3pp | 69.5%+13.8pp |
| Annual return | 24.13% | 28.93%-4.8pp | 71.31%-47.2pp | 81.00%-56.9pp |
| Employer contribution / active EE | $379 | $1,163-67.4% | $1,983-80.9% | $2,440-84.5% |
| Participant deferral / active EE | $2,787 | $2,394+16.4% | $3,239-13.9% | $3,607-22.7% |
| Admin fee / account holder | $556 | $4,569-87.8% | $6,101-90.9% | $5,124-89.2% |