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 | $46,303 | $112,881-59.0% | $90,951-49.1% | $158,922-70.9% |
| Participation rate | 76.9% | 74.7%+2.2pp | 69.0%+7.9pp | 82.0%-5.0pp |
| Annual return | 14.89% | 215.79%-200.9pp | 134.60%-119.7pp | 302.83%-287.9pp |
| Employer contribution / active EE | $490 | $2,893-83.1% | $2,122-76.9% | $4,761-89.7% |
| Participant deferral / active EE | $1,350 | $4,128-67.3% | $3,373-60.0% | $5,982-77.4% |
| Admin fee / account holder | $618 | $8,041-92.3% | $5,959-89.6% | $11,246-94.5% |