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 | $46,721 | $98,750-52.7% | $149,696-68.8% | $79,858-41.5% |
| Participation rate | 91.2% | 75.8%+15.4pp | 82.5%+8.7pp | 69.6%+21.5pp |
| Annual return | 15.26% | 27.43%-12.2pp | 276.60%-261.3pp | 31.71%-16.5pp |
| Employer contribution / active EE | $751 | $3,216-76.6% | $4,644-83.8% | $2,471-69.6% |
| Participant deferral / active EE | $8,476 | $5,680+49.2% | $6,842+23.9% | $3,740+126.6% |
| Admin fee / account holder | $1,191 | $6,053-80.3% | $9,309-87.2% | $5,306-77.6% |