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 | $52,191 | $64,324-18.9% | $118,925-56.1% | $79,858-34.6% |
| Participation rate | 92.0% | 64.9%+27.1pp | 75.4%+16.6pp | 69.6%+22.4pp |
| Annual return | 10.79% | 86.45%-75.7pp | 35.88%-25.1pp | 31.71%-20.9pp |
| Employer contribution / active EE | $1,007 | $1,836-45.1% | $3,263-69.1% | $2,471-59.2% |
| Participant deferral / active EE | $3,112 | $2,824+10.2% | $4,265-27.0% | $3,740-16.8% |
| Admin fee / account holder | $8,323 | $4,040+106.0% | $6,581+26.5% | $5,306+56.9% |