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 | $50,776 | $98,750-48.6% | $149,696-66.1% | $79,858-36.4% |
| Participation rate | 72.3% | 75.8%-3.4pp | 82.5%-10.1pp | 69.6%+2.7pp |
| Annual return | 21.11% | 27.43%-6.3pp | 276.60%-255.5pp | 31.71%-10.6pp |
| Employer contribution / active EE | $2,232 | $3,216-30.6% | $4,644-51.9% | $2,471-9.7% |
| Participant deferral / active EE | $12,129 | $5,680+113.5% | $6,842+77.3% | $3,740+224.3% |
| Admin fee / account holder | $8,641 | $6,053+42.8% | $9,309-7.2% | $5,306+62.8% |