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 | $43,359 | $98,750-56.1% | $149,696-71.0% | $79,858-45.7% |
| Participation rate | 95.1% | 75.8%+19.3pp | 82.5%+12.6pp | 69.6%+25.5pp |
| Annual return | 24.61% | 27.43%-2.8pp | 276.60%-252.0pp | 31.71%-7.1pp |
| Employer contribution / active EE | $987 | $3,216-69.3% | $4,644-78.7% | $2,471-60.0% |
| Participant deferral / active EE | $7,925 | $5,680+39.5% | $6,842+15.8% | $3,740+111.9% |
| Admin fee / account holder | $1,722 | $6,053-71.6% | $9,309-81.5% | $5,306-67.5% |