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 | $48,911 | $65,409-25.2% | $98,442-50.3% | $85,850-43.0% |
| Participation rate | 92.5% | 65.0%+27.5pp | 73.3%+19.2pp | 69.3%+23.2pp |
| Annual return | 14.70% | 21.76%-7.1pp | 1492.73%-1478.0pp | 318.53%-303.8pp |
| Employer contribution / active EE | $296 | $2,168-86.3% | $2,960-90.0% | $2,565-88.5% |
| Participant deferral / active EE | $3,320 | $3,166+4.8% | $4,276-22.4% | $3,952-16.0% |
| Admin fee / account holder | $1,530 | $4,593-66.7% | $5,949-74.3% | $6,260-75.6% |