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 | $48,185 | $109,359-55.9% | $162,163-70.3% | $72,985-34.0% |
| Participation rate | 79.3% | 84.3%-4.9pp | 87.6%-8.2pp | 69.5%+9.8pp |
| Annual return | 21.35% | 25.46%-4.1pp | 115.59%-94.2pp | 81.00%-59.7pp |
| Employer contribution / active EE | $1,246 | $3,907-68.1% | $5,614-77.8% | $2,440-48.9% |
| Participant deferral / active EE | $2,571 | $5,481-53.1% | $7,298-64.8% | $3,607-28.7% |
| Admin fee / account holder | $919 | $7,972-88.5% | $10,843-91.5% | $5,124-82.1% |