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 | $51,788 | $58,879-12.0% | $178,490-71.0% | $73,488-29.5% |
| Participation rate | 78.4% | 66.2%+12.2pp | 81.9%-3.5pp | 70.7%+7.7pp |
| Annual return | 16.42% | 24.86%-8.4pp | 151.07%-134.6pp | 28.51%-12.1pp |
| Employer contribution / active EE | $1,280 | $2,236-42.8% | $5,011-74.5% | $2,270-43.6% |
| Participant deferral / active EE | $3,333 | $2,567+29.8% | $5,202-35.9% | $3,740-10.9% |
| Admin fee / account holder | $464 | $400+16.0% | $13,984-96.7% | $513-9.5% |