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 | $49,801 | $85,766-41.9% | $136,294-63.5% | $70,131-29.0% |
| Participation rate | 76.0% | 74.2%+1.8pp | 81.9%-5.9pp | 69.5%+6.5pp |
| Annual return | 18.39% | 31.45%-13.1pp | 5155.94%-5137.5pp | 73.14%-54.7pp |
| Employer contribution / active EE | $3,769 | $2,966+27.1% | $4,695-19.7% | $2,342+60.9% |
| Participant deferral / active EE | $6,639 | $5,051+31.4% | $6,247+6.3% | $3,332+99.3% |
| Admin fee / account holder | $389 | $5,420-92.8% | $9,243-95.8% | $4,645-91.6% |