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 | $47,153 | $113,339-58.4% | $94,993-50.4% | $147,584-68.0% |
| Participation rate | 87.5% | 78.0%+9.5pp | 73.9%+13.6pp | 82.8%+4.7pp |
| Annual return | 8.61% | 20.77%-12.2pp | 27.12%-18.5pp | 578.55%-569.9pp |
| Employer contribution / active EE | $1,531 | $3,160-51.6% | $2,603-41.2% | $4,876-68.6% |
| Participant deferral / active EE | $5,193 | $3,777+37.5% | $3,317+56.6% | $5,439-4.5% |
| Admin fee / account holder | $25,000 | $6,063+312.4% | $4,960+404.0% | $10,885+129.7% |