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 | $47,373 | $89,355-47.0% | $141,162-66.4% | $72,985-35.1% |
| Participation rate | 74.4% | 75.1%-0.8pp | 82.5%-8.1pp | 69.5%+4.9pp |
| Annual return | 28.80% | 111.85%-83.1pp | 71.39%-42.6pp | 81.00%-52.2pp |
| Employer contribution / active EE | $1,220 | $3,114-60.8% | $4,735-74.2% | $2,440-50.0% |
| Participant deferral / active EE | $5,026 | $5,418-7.2% | $6,709-25.1% | $3,607+39.3% |
| Admin fee / account holder | $561 | $5,958-90.6% | $10,261-94.5% | $5,124-89.1% |