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 | $47,713 | $58,828-18.9% | $77,999-38.8% | $62,891-24.1% |
| Participation rate | 72.2% | 71.1%+1.2pp | 75.5%-3.3pp | 69.3%+2.9pp |
| Annual return | 8.83% | 17.16%-8.3pp | 425.96%-417.1pp | 20.14%-11.3pp |
| Employer contribution / active EE | $1,331 | $1,672-20.4% | $2,470-46.1% | $2,281-41.6% |
| Participant deferral / active EE | $2,895 | $2,686+7.8% | $3,497-17.2% | $3,203-9.6% |
| Admin fee / account holder | $1,328 | $4,393-69.8% | $5,480-75.8% | $4,296-69.1% |