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 | $48,126 | $98,750-51.3% | $149,696-67.9% | $79,858-39.7% |
| Participation rate | 71.7% | 75.8%-4.0pp | 82.5%-10.7pp | 69.6%+2.1pp |
| Annual return | 17.29% | 27.43%-10.1pp | 276.60%-259.3pp | 31.71%-14.4pp |
| Employer contribution / active EE | $1,638 | $3,216-49.1% | $4,644-64.7% | $2,471-33.7% |
| Participant deferral / active EE | $4,044 | $5,680-28.8% | $6,842-40.9% | $3,740+8.1% |
| Admin fee / account holder | $735 | $6,053-87.9% | $9,309-92.1% | $5,306-86.2% |