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 | $44,607 | $112,096-60.2% | $95,952-53.5% | $158,922-71.9% |
| Participation rate | 83.3% | 79.0%+4.4pp | 77.1%+6.3pp | 82.0%+1.4pp |
| Annual return | 19.15% | 171.09%-151.9pp | 91.61%-72.5pp | 302.83%-283.7pp |
| Employer contribution / active EE | $1,977 | $3,198-38.2% | $2,541-22.2% | $4,761-58.5% |
| Participant deferral / active EE | $5,090 | $4,784+6.4% | $4,167+22.2% | $5,982-14.9% |
| Admin fee / account holder | $333 | $10,130-96.7% | $6,795-95.1% | $11,246-97.0% |