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 | $49,581 | $95,416-48.0% | $185,823-73.3% | $85,850-42.2% |
| Participation rate | 88.0% | 68.8%+19.2pp | 81.7%+6.3pp | 69.3%+18.7pp |
| Annual return | 11.76% | 23.59%-11.8pp | 122.05%-110.3pp | 318.53%-306.8pp |
| Employer contribution / active EE | $4,679 | $3,314+41.2% | $5,167-9.5% | $2,565+82.4% |
| Participant deferral / active EE | $2,251 | $3,423-34.3% | $5,568-59.6% | $3,952-43.0% |
| Admin fee / account holder | $820 | $7,213-88.6% | $16,237-94.9% | $6,260-86.9% |