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 | $57,755 | $98,750-41.5% | $149,696-61.4% | $79,858-27.7% |
| Participation rate | 86.0% | 75.8%+10.2pp | 82.5%+3.5pp | 69.6%+16.3pp |
| Annual return | 18.51% | 27.43%-8.9pp | 276.60%-258.1pp | 31.71%-13.2pp |
| Employer contribution / active EE | $764 | $3,216-76.2% | $4,644-83.5% | $2,471-69.1% |
| Participant deferral / active EE | $3,369 | $5,680-40.7% | $6,842-50.8% | $3,740-9.9% |
| Admin fee / account holder | $4,527 | $6,053-25.2% | $9,309-51.4% | $5,306-14.7% |