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 | $52,931 | $98,750-46.4% | $149,696-64.6% | $79,858-33.7% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.5%+5.0pp | 69.6%+17.9pp |
| Annual return | 21.36% | 27.43%-6.1pp | 276.60%-255.2pp | 31.71%-10.4pp |
| Employer contribution / active EE | $1,373 | $3,216-57.3% | $4,644-70.4% | $2,471-44.5% |
| Participant deferral / active EE | $14,470 | $5,680+154.7% | $6,842+111.5% | $3,740+286.9% |
| Admin fee / account holder | $1,220 | $6,053-79.8% | $9,309-86.9% | $5,306-77.0% |