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 | $47,880 | $53,822-11.0% | $75,696-36.7% | $85,850-44.2% |
| Participation rate | 84.1% | 69.1%+15.1pp | 74.8%+9.3pp | 69.3%+14.8pp |
| Annual return | 33.21% | 24.54%+8.7pp | 104.53%-71.3pp | 318.53%-285.3pp |
| Employer contribution / active EE | $1,024 | $2,017-49.2% | $2,743-62.7% | $2,565-60.1% |
| Participant deferral / active EE | $2,331 | $2,895-19.5% | $3,821-39.0% | $3,952-41.0% |
| Admin fee / account holder | $1,109 | $3,343-66.8% | $3,619-69.4% | $6,260-82.3% |