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 | $51,508 | $84,233-38.9% | $170,442-69.8% | $70,131-26.6% |
| Participation rate | 96.6% | 70.8%+25.8pp | 83.6%+13.0pp | 69.5%+27.0pp |
| Annual return | 22.03% | 23.06%-1.0pp | 205.93%-183.9pp | 73.14%-51.1pp |
| Employer contribution / active EE | $1,288 | $3,387-62.0% | $5,433-76.3% | $2,342-45.0% |
| Participant deferral / active EE | $5,229 | $3,086+69.5% | $4,939+5.9% | $3,332+56.9% |
| Admin fee / account holder | $456 | $5,698-92.0% | $13,880-96.7% | $4,645-90.2% |