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 | $49,880 | $85,766-41.8% | $136,294-63.4% | $70,131-28.9% |
| Participation rate | 81.6% | 74.2%+7.5pp | 81.9%-0.3pp | 69.5%+12.1pp |
| Annual return | 22.06% | 31.45%-9.4pp | 5155.94%-5133.9pp | 73.14%-51.1pp |
| Employer contribution / active EE | $1,064 | $2,966-64.1% | $4,695-77.4% | $2,342-54.6% |
| Participant deferral / active EE | $3,587 | $5,051-29.0% | $6,247-42.6% | $3,332+7.7% |
| Admin fee / account holder | $1,768 | $5,420-67.4% | $9,243-80.9% | $4,645-61.9% |