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 | $42,648 | $100,041-57.4% | $149,718-71.5% | $70,131-39.2% |
| Participation rate | 74.5% | 83.6%-9.1pp | 87.1%-12.6pp | 69.5%+4.9pp |
| Annual return | 17.19% | 27.43%-10.2pp | 1501.63%-1484.4pp | 73.14%-55.9pp |
| Employer contribution / active EE | $1,337 | $3,662-63.5% | $5,445-75.4% | $2,342-42.9% |
| Participant deferral / active EE | $2,494 | $4,983-49.9% | $6,569-62.0% | $3,332-25.1% |
| Admin fee / account holder | $3,205 | $8,286-61.3% | $11,283-71.6% | $4,645-31.0% |