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 | $51,289 | $77,899-34.2% | $149,673-65.7% | $75,163-31.8% |
| Participation rate | 81.8% | 65.6%+16.2pp | 78.8%+3.1pp | 67.2%+14.6pp |
| Annual return | 20.33% | 31.72%-11.4pp | 134.42%-114.1pp | 160.62%-140.3pp |
| Employer contribution / active EE | $1,207 | $3,137-61.5% | $4,818-74.9% | $2,670-54.8% |
| Participant deferral / active EE | $2,397 | $3,411-29.7% | $5,680-57.8% | $4,125-41.9% |
| Admin fee / account holder | $1,122 | $5,956-81.2% | $13,210-91.5% | $5,651-80.1% |