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 | $53,361 | $77,634-31.3% | $156,549-65.9% | $62,891-15.2% |
| Participation rate | 73.1% | 71.2%+1.9pp | 84.0%-10.9pp | 69.3%+3.8pp |
| Annual return | 6.99% | 50.32%-43.3pp | 32.23%-25.2pp | 20.14%-13.1pp |
| Employer contribution / active EE | $516 | $3,444-85.0% | $5,501-90.6% | $2,281-77.4% |
| Participant deferral / active EE | $2,776 | $3,045-8.9% | $4,871-43.0% | $3,203-13.3% |
| Admin fee / account holder | $1,257 | $5,561-77.4% | $13,027-90.4% | $4,296-70.7% |