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 | $47,190 | $89,355-47.2% | $141,162-66.6% | $72,985-35.3% |
| Participation rate | 86.3% | 75.1%+11.1pp | 82.5%+3.8pp | 69.5%+16.8pp |
| Annual return | 24.97% | 111.85%-86.9pp | 71.39%-46.4pp | 81.00%-56.0pp |
| Employer contribution / active EE | $840 | $3,114-73.0% | $4,735-82.3% | $2,440-65.6% |
| Participant deferral / active EE | $6,447 | $5,418+19.0% | $6,709-3.9% | $3,607+78.7% |
| Admin fee / account holder | $1,493 | $5,958-74.9% | $10,261-85.5% | $5,124-70.9% |