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 | $48,379 | $93,071-48.0% | $74,583-35.1% | $273,961-82.3% |
| Participation rate | 87.5% | 74.9%+12.6pp | 68.1%+19.4pp | 83.0%+4.5pp |
| Annual return | 8.35% | 26.18%-17.8pp | 20.47%-12.1pp | 41.45%-33.1pp |
| Employer contribution / active EE | $1,709 | $3,160-45.9% | $2,525-32.3% | $4,869-64.9% |
| Participant deferral / active EE | $7,080 | $4,160+70.2% | $3,458+104.7% | $5,287+33.9% |
| Admin fee / account holder | $695 | $5,272-86.8% | $4,138-83.2% | $10,132-93.1% |