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 | $54,011 | $91,190-40.8% | $178,490-69.7% | $79,858-32.4% |
| Participation rate | 74.4% | 69.2%+5.2pp | 81.9%-7.5pp | 69.6%+4.8pp |
| Annual return | 17.46% | 24.19%-6.7pp | 151.07%-133.6pp | 31.71%-14.3pp |
| Employer contribution / active EE | $731 | $3,256-77.5% | $5,011-85.4% | $2,471-70.4% |
| Participant deferral / active EE | $1,422 | $3,236-56.1% | $5,202-72.7% | $3,740-62.0% |
| Admin fee / account holder | $684 | $6,751-89.9% | $13,984-95.1% | $5,306-87.1% |