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 | $47,391 | $109,881-56.9% | $150,045-68.4% | $84,808-44.1% |
| Participation rate | 71.8% | 76.1%-4.3pp | 82.3%-10.5pp | 68.3%+3.5pp |
| Annual return | 15.28% | 28.25%-13.0pp | 62.55%-47.3pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,268 | $3,561-64.4% | $4,693-73.0% | $2,631-51.8% |
| Participant deferral / active EE | $3,895 | $6,636-41.3% | $7,997-51.3% | $4,212-7.5% |
| Admin fee / account holder | $975 | $8,568-88.6% | $13,435-92.7% | $7,344-86.7% |