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 | $52,033 | $95,416-45.5% | $185,823-72.0% | $85,850-39.4% |
| Participation rate | 88.9% | 68.8%+20.1pp | 81.7%+7.2pp | 69.3%+19.6pp |
| Annual return | 14.55% | 23.59%-9.0pp | 122.05%-107.5pp | 318.53%-304.0pp |
| Employer contribution / active EE | $2,529 | $3,314-23.7% | $5,167-51.1% | $2,565-1.4% |
| Participant deferral / active EE | $6,466 | $3,423+88.9% | $5,568+16.1% | $3,952+63.6% |
| Admin fee / account holder | $399 | $7,213-94.5% | $16,237-97.5% | $6,260-93.6% |