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 | $51,486 | $89,355-42.4% | $141,162-63.5% | $72,985-29.5% |
| Participation rate | 90.7% | 75.1%+15.6pp | 82.5%+8.2pp | 69.5%+21.2pp |
| Annual return | 21.13% | 111.85%-90.7pp | 71.39%-50.3pp | 81.00%-59.9pp |
| Employer contribution / active EE | $1,729 | $3,114-44.5% | $4,735-63.5% | $2,440-29.1% |
| Participant deferral / active EE | $3,527 | $5,418-34.9% | $6,709-47.4% | $3,607-2.2% |
| Admin fee / account holder | $2,692 | $5,958-54.8% | $10,261-73.8% | $5,124-47.5% |