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 | $50,279 | $84,233-40.3% | $170,442-70.5% | $70,131-28.3% |
| Participation rate | 77.4% | 70.8%+6.6pp | 83.6%-6.2pp | 69.5%+7.9pp |
| Annual return | 15.61% | 23.06%-7.4pp | 205.93%-190.3pp | 73.14%-57.5pp |
| Employer contribution / active EE | $1,335 | $3,387-60.6% | $5,433-75.4% | $2,342-43.0% |
| Participant deferral / active EE | $4,180 | $3,086+35.5% | $4,939-15.4% | $3,332+25.5% |
| Admin fee / account holder | $364 | $5,698-93.6% | $13,880-97.4% | $4,645-92.2% |