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 | $50,616 | $57,541-12.0% | $95,745-47.1% | $75,163-32.7% |
| Participation rate | 86.9% | 62.5%+24.4pp | 72.3%+14.6pp | 67.2%+19.7pp |
| Annual return | 17.03% | 34.93%-17.9pp | 28.35%-11.3pp | 160.62%-143.6pp |
| Employer contribution / active EE | $991 | $1,808-45.2% | $2,835-65.0% | $2,670-62.9% |
| Participant deferral / active EE | $5,598 | $3,074+82.1% | $4,245+31.9% | $4,125+35.7% |
| Admin fee / account holder | $1,622 | $4,099-60.4% | $5,678-71.4% | $5,651-71.3% |