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 | $44,824 | $105,859-57.7% | $90,160-50.3% | $147,584-69.6% |
| Participation rate | 77.3% | 79.7%-2.5pp | 76.9%+0.4pp | 82.8%-5.6pp |
| Annual return | 17.97% | 37.63%-19.7pp | 34.88%-16.9pp | 578.55%-560.6pp |
| Employer contribution / active EE | $1,249 | $4,126-69.7% | $3,318-62.4% | $4,876-74.4% |
| Participant deferral / active EE | $3,067 | $5,733-46.5% | $5,288-42.0% | $5,439-43.6% |
| Admin fee / account holder | $527 | $8,046-93.4% | $5,943-91.1% | $10,885-95.2% |