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 | $46,975 | $99,652-52.9% | $78,778-40.4% | $147,584-68.2% |
| Participation rate | 76.9% | 76.2%+0.7pp | 69.2%+7.7pp | 82.8%-5.9pp |
| Annual return | 18.01% | 47.28%-29.3pp | 35.62%-17.6pp | 578.55%-560.5pp |
| Employer contribution / active EE | $624 | $2,796-77.7% | $1,986-68.6% | $4,876-87.2% |
| Participant deferral / active EE | $2,847 | $3,664-22.3% | $2,958-3.8% | $5,439-47.7% |
| Admin fee / account holder | $11,271 | $7,155+57.5% | $5,134+119.5% | $10,885+3.5% |