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 | $49,617 | $77,634-36.1% | $156,549-68.3% | $62,891-21.1% |
| Participation rate | 77.6% | 71.2%+6.4pp | 84.0%-6.5pp | 69.3%+8.2pp |
| Annual return | 10.12% | 50.32%-40.2pp | 32.23%-22.1pp | 20.14%-10.0pp |
| Employer contribution / active EE | $1,847 | $3,444-46.4% | $5,501-66.4% | $2,281-19.0% |
| Participant deferral / active EE | $3,185 | $3,045+4.6% | $4,871-34.6% | $3,203-0.6% |
| Admin fee / account holder | $569 | $5,561-89.8% | $13,027-95.6% | $4,296-86.8% |