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 | $49,336 | $48,570+1.6% | $130,648-62.2% | $72,985-32.4% |
| Participation rate | 82.7% | 58.6%+24.1pp | 71.7%+10.9pp | 69.5%+13.2pp |
| Annual return | 17.97% | 38.63%-20.7pp | 1708.96%-1691.0pp | 81.00%-63.0pp |
| Employer contribution / active EE | $1,571 | $1,334+17.7% | $4,092-61.6% | $2,440-35.6% |
| Participant deferral / active EE | $2,400 | $2,384+0.7% | $3,603-33.4% | $3,607-33.5% |
| Admin fee / account holder | $568 | $3,549-84.0% | $5,464-89.6% | $5,124-88.9% |