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 | $51,454 | $109,881-53.2% | $150,045-65.7% | $84,808-39.3% |
| Participation rate | 80.8% | 76.1%+4.7pp | 82.3%-1.6pp | 68.3%+12.5pp |
| Annual return | 15.14% | 28.25%-13.1pp | 62.55%-47.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,388 | $3,561-61.0% | $4,693-70.4% | $2,631-47.2% |
| Participant deferral / active EE | $3,087 | $6,636-53.5% | $7,997-61.4% | $4,212-26.7% |
| Admin fee / account holder | $376 | $8,568-95.6% | $13,435-97.2% | $7,344-94.9% |