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 | $50,431 | $84,233-40.1% | $170,442-70.4% | $70,131-28.1% |
| Participation rate | 73.3% | 70.8%+2.5pp | 83.6%-10.3pp | 69.5%+3.8pp |
| Annual return | 18.97% | 23.06%-4.1pp | 205.93%-187.0pp | 73.14%-54.2pp |
| Employer contribution / active EE | $1,242 | $3,387-63.3% | $5,433-77.1% | $2,342-47.0% |
| Participant deferral / active EE | $3,620 | $3,086+17.3% | $4,939-26.7% | $3,332+8.7% |
| Admin fee / account holder | $378 | $5,698-93.4% | $13,880-97.3% | $4,645-91.9% |