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 | $48,307 | $65,365-26.1% | $92,893-48.0% | $72,985-33.8% |
| Participation rate | 98.5% | 68.3%+30.2pp | 76.0%+22.5pp | 69.5%+29.0pp |
| Annual return | 20.62% | 42.10%-21.5pp | 109.41%-88.8pp | 81.00%-60.4pp |
| Employer contribution / active EE | $744 | $2,594-71.3% | $3,653-79.6% | $2,440-69.5% |
| Participant deferral / active EE | $4,370 | $3,128+39.7% | $4,236+3.2% | $3,607+21.2% |
| Admin fee / account holder | $2,370 | $4,251-44.3% | $5,794-59.1% | $5,124-53.8% |