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 | $51,003 | $81,248-37.2% | $155,509-67.2% | $80,856-36.9% |
| Participation rate | 72.1% | 66.2%+5.9pp | 78.2%-6.1pp | 67.6%+4.5pp |
| Annual return | 13.89% | 33.31%-19.4pp | 64.67%-50.8pp | 35.59%-21.7pp |
| Employer contribution / active EE | $2,000 | $3,100-35.5% | $4,672-57.2% | $2,755-27.4% |
| Participant deferral / active EE | $4,874 | $3,452+41.2% | $5,626-13.4% | $4,296+13.5% |
| Admin fee / account holder | $830 | $7,997-89.6% | $15,912-94.8% | $6,918-88.0% |