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 | $58,977 | $98,750-40.3% | $149,696-60.6% | $79,858-26.1% |
| Participation rate | 82.8% | 75.8%+7.0pp | 82.5%+0.3pp | 69.6%+13.1pp |
| Annual return | 14.77% | 27.43%-12.7pp | 276.60%-261.8pp | 31.71%-16.9pp |
| Employer contribution / active EE | $1,958 | $3,216-39.1% | $4,644-57.8% | $2,471-20.7% |
| Participant deferral / active EE | $7,346 | $5,680+29.3% | $6,842+7.4% | $3,740+96.4% |
| Admin fee / account holder | $2,742 | $6,053-54.7% | $9,309-70.5% | $5,306-48.3% |