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 | $48,971 | $117,841-58.4% | $102,423-52.2% | $145,922-66.4% |
| Participation rate | 70.0% | 78.6%-8.6pp | 76.5%-6.5pp | 80.3%-10.3pp |
| Annual return | 9.40% | 31.65%-22.2pp | 29.32%-19.9pp | 561.29%-551.9pp |
| Employer contribution / active EE | $1,241 | $3,615-65.7% | $3,023-58.9% | $4,660-73.4% |
| Participant deferral / active EE | $3,075 | $5,731-46.3% | $5,053-39.1% | $6,688-54.0% |
| Admin fee / account holder | $1,436 | $13,326-89.2% | $9,451-84.8% | $13,397-89.3% |