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 | $46,320 | $104,664-55.7% | $85,682-45.9% | $167,490-72.3% |
| Participation rate | 85.7% | 76.4%+9.3pp | 69.9%+15.9pp | 82.1%+3.6pp |
| Annual return | 14.90% | 21.45%-6.5pp | 21.49%-6.6pp | 478.56%-463.7pp |
| Employer contribution / active EE | $850 | $3,337-74.5% | $2,618-67.6% | $4,837-82.4% |
| Participant deferral / active EE | $3,573 | $4,824-26.0% | $3,923-8.9% | $6,341-43.7% |
| Admin fee / account holder | $506 | $10,032-95.0% | $6,873-92.6% | $12,309-95.9% |