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 | $47,607 | $104,251-54.3% | $91,001-47.7% | $147,584-67.7% |
| Participation rate | 88.9% | 78.2%+10.6pp | 75.6%+13.3pp | 82.8%+6.1pp |
| Annual return | 12.11% | 27.06%-15.0pp | 4.60%+7.5pp | 578.55%-566.4pp |
| Employer contribution / active EE | $1,654 | $3,116-46.9% | $2,456-32.6% | $4,876-66.1% |
| Participant deferral / active EE | $2,853 | $4,195-32.0% | $3,547-19.6% | $5,439-47.5% |
| Admin fee / account holder | $7,241 | $8,948-19.1% | $5,417+33.7% | $10,885-33.5% |