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 | $49,655 | $84,233-41.0% | $170,442-70.9% | $70,131-29.2% |
| Participation rate | 75.6% | 70.8%+4.8pp | 83.6%-8.0pp | 69.5%+6.1pp |
| Annual return | 16.28% | 23.06%-6.8pp | 205.93%-189.7pp | 73.14%-56.9pp |
| Employer contribution / active EE | $1,318 | $3,387-61.1% | $5,433-75.7% | $2,342-43.7% |
| Participant deferral / active EE | $2,395 | $3,086-22.4% | $4,939-51.5% | $3,332-28.1% |
| Admin fee / account holder | $375 | $5,698-93.4% | $13,880-97.3% | $4,645-91.9% |