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 | $47,121 | $85,766-45.1% | $136,294-65.4% | $70,131-32.8% |
| Participation rate | 84.9% | 74.2%+10.8pp | 81.9%+3.0pp | 69.5%+15.4pp |
| Annual return | 17.21% | 31.45%-14.2pp | 5155.94%-5138.7pp | 73.14%-55.9pp |
| Employer contribution / active EE | $769 | $2,966-74.1% | $4,695-83.6% | $2,342-67.2% |
| Participant deferral / active EE | $3,338 | $5,051-33.9% | $6,247-46.6% | $3,332+0.2% |
| Admin fee / account holder | $1,582 | $5,420-70.8% | $9,243-82.9% | $4,645-65.9% |