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 | $49,460 | $152,587-67.6% | $125,175-60.5% | $152,861-67.6% |
| Participation rate | 93.8% | 83.3%+10.4pp | 79.8%+14.0pp | 82.4%+11.3pp |
| Annual return | 11.49% | 54.84%-43.4pp | 43.79%-32.3pp | 345.32%-333.8pp |
| Employer contribution / active EE | $1,238 | $4,946-75.0% | $3,865-68.0% | $4,762-74.0% |
| Participant deferral / active EE | $3,273 | $5,868-44.2% | $4,937-33.7% | $5,850-44.0% |
| Admin fee / account holder | $2,953 | $13,434-78.0% | $9,702-69.6% | $11,596-74.5% |