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 | $46,154 | $91,552-49.6% | $133,956-65.5% | $79,858-42.2% |
| Participation rate | 77.8% | 73.3%+4.4pp | 79.8%-2.1pp | 69.6%+8.1pp |
| Annual return | 11.15% | 61.85%-50.7pp | 45.09%-33.9pp | 31.71%-20.6pp |
| Employer contribution / active EE | $1,401 | $2,384-41.2% | $3,919-64.2% | $2,471-43.3% |
| Participant deferral / active EE | $2,236 | $3,733-40.1% | $5,048-55.7% | $3,740-40.2% |
| Admin fee / account holder | $492 | $6,321-92.2% | $8,927-94.5% | $5,306-90.7% |