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 | $51,421 | $95,416-46.1% | $185,823-72.3% | $85,850-40.1% |
| Participation rate | 77.6% | 68.8%+8.9pp | 81.7%-4.1pp | 69.3%+8.3pp |
| Annual return | 14.03% | 23.59%-9.6pp | 122.05%-108.0pp | 318.53%-304.5pp |
| Employer contribution / active EE | $1,710 | $3,314-48.4% | $5,167-66.9% | $2,565-33.3% |
| Participant deferral / active EE | $1,894 | $3,423-44.7% | $5,568-66.0% | $3,952-52.1% |
| Admin fee / account holder | $5,950 | $7,213-17.5% | $16,237-63.4% | $6,260-5.0% |