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 | $51,780 | $109,881-52.9% | $150,045-65.5% | $84,808-38.9% |
| Participation rate | 71.0% | 76.1%-5.1pp | 82.3%-11.4pp | 68.3%+2.7pp |
| Annual return | 15.64% | 28.25%-12.6pp | 62.55%-46.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $9,330 | $3,561+162.0% | $4,693+98.8% | $2,631+254.6% |
| Participant deferral / active EE | $8,603 | $6,636+29.6% | $7,997+7.6% | $4,212+104.3% |
| Admin fee / account holder | $2,173 | $8,568-74.6% | $13,435-83.8% | $7,344-70.4% |