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 | $50,682 | $48,570+4.3% | $130,648-61.2% | $72,985-30.6% |
| Participation rate | 80.6% | 58.6%+22.1pp | 71.7%+8.9pp | 69.5%+11.2pp |
| Annual return | 19.62% | 38.63%-19.0pp | 1708.96%-1689.3pp | 81.00%-61.4pp |
| Employer contribution / active EE | $1,161 | $1,334-13.0% | $4,092-71.6% | $2,440-52.4% |
| Participant deferral / active EE | $2,089 | $2,384-12.4% | $3,603-42.0% | $3,607-42.1% |
| Admin fee / account holder | $415 | $3,549-88.3% | $5,464-92.4% | $5,124-91.9% |