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 | $52,556 | $117,983-55.5% | $101,794-48.4% | $142,382-63.1% |
| Participation rate | 84.6% | 74.2%+10.4pp | 69.2%+15.4pp | 80.1%+4.5pp |
| Annual return | 14.56% | 36.92%-22.4pp | 30.53%-16.0pp | 217.08%-202.5pp |
| Employer contribution / active EE | $659 | $2,773-76.2% | $2,289-71.2% | $4,299-84.7% |
| Participant deferral / active EE | $2,914 | $4,714-38.2% | $4,084-28.6% | $6,507-55.2% |
| Admin fee / account holder | $345 | $10,433-96.7% | $8,777-96.1% | $12,624-97.3% |