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 | $48,389 | $96,484-49.8% | $75,886-36.2% | $152,861-68.3% |
| Participation rate | 78.6% | 76.2%+2.4pp | 69.3%+9.3pp | 82.4%-3.9pp |
| Annual return | 24.28% | 33.98%-9.7pp | 30.76%-6.5pp | 345.32%-321.0pp |
| Employer contribution / active EE | $1,149 | $3,309-65.3% | $2,500-54.0% | $4,762-75.9% |
| Participant deferral / active EE | $3,637 | $4,553-20.1% | $3,603+0.9% | $5,850-37.8% |
| Admin fee / account holder | $11,915 | $8,078+47.5% | $5,418+119.9% | $11,596+2.7% |