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 | $47,767 | $84,233-43.3% | $170,442-72.0% | $70,131-31.9% |
| Participation rate | 73.3% | 70.8%+2.5pp | 83.6%-10.3pp | 69.5%+3.8pp |
| Annual return | 16.59% | 23.06%-6.5pp | 205.93%-189.3pp | 73.14%-56.5pp |
| Employer contribution / active EE | $1,271 | $3,387-62.5% | $5,433-76.6% | $2,342-45.7% |
| Participant deferral / active EE | $2,301 | $3,086-25.4% | $4,939-53.4% | $3,332-30.9% |
| Admin fee / account holder | $2,973 | $5,698-47.8% | $13,880-78.6% | $4,645-36.0% |