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 | $47,785 | $64,324-25.7% | $118,925-59.8% | $79,858-40.2% |
| Participation rate | 88.1% | 64.9%+23.2pp | 75.4%+12.7pp | 69.6%+18.5pp |
| Annual return | 10.51% | 86.45%-75.9pp | 35.88%-25.4pp | 31.71%-21.2pp |
| Employer contribution / active EE | $574 | $1,836-68.8% | $3,263-82.4% | $2,471-76.8% |
| Participant deferral / active EE | $1,244 | $2,824-55.9% | $4,265-70.8% | $3,740-66.7% |
| Admin fee / account holder | $5,522 | $4,040+36.7% | $6,581-16.1% | $5,306+4.1% |