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 | $50,211 | $100,041-49.8% | $149,718-66.5% | $70,131-28.4% |
| Participation rate | 84.2% | 83.6%+0.6pp | 87.1%-2.9pp | 69.5%+14.7pp |
| Annual return | 18.50% | 27.43%-8.9pp | 1501.63%-1483.1pp | 73.14%-54.6pp |
| Employer contribution / active EE | $2,578 | $3,662-29.6% | $5,445-52.6% | $2,342+10.1% |
| Participant deferral / active EE | $4,545 | $4,983-8.8% | $6,569-30.8% | $3,332+36.4% |
| Admin fee / account holder | $3,819 | $8,286-53.9% | $11,283-66.2% | $4,645-17.8% |