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 | $47,174 | $48,230-2.2% | $67,502-30.1% | $80,856-41.7% |
| Participation rate | 81.8% | 66.4%+15.4pp | 72.9%+8.9pp | 67.6%+14.2pp |
| Annual return | 16.91% | 18.28%-1.4pp | 3512.12%-3495.2pp | 35.59%-18.7pp |
| Employer contribution / active EE | $3,852 | $2,020+90.7% | $2,731+41.0% | $2,755+39.8% |
| Participant deferral / active EE | $7,576 | $2,924+159.1% | $4,000+89.4% | $4,296+76.4% |
| Admin fee / account holder | $323 | $3,681-91.2% | $3,998-91.9% | $6,918-95.3% |