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 | $48,856 | $46,869+4.2% | $122,332-60.1% | $70,131-30.3% |
| Participation rate | 89.5% | 58.2%+31.3pp | 71.6%+17.8pp | 69.5%+19.9pp |
| Annual return | 18.37% | 24.22%-5.9pp | 30.27%-11.9pp | 73.14%-54.8pp |
| Employer contribution / active EE | $1,974 | $1,288+53.3% | $4,050-51.3% | $2,342-15.7% |
| Participant deferral / active EE | $3,154 | $2,166+45.6% | $3,287-4.1% | $3,332-5.3% |
| Admin fee / account holder | $312 | $3,322-90.6% | $5,478-94.3% | $4,645-93.3% |