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 | $45,017 | $89,355-49.6% | $141,162-68.1% | $72,985-38.3% |
| Participation rate | 95.7% | 75.1%+20.5pp | 82.5%+13.2pp | 69.5%+26.2pp |
| Annual return | 23.57% | 111.85%-88.3pp | 71.39%-47.8pp | 81.00%-57.4pp |
| Employer contribution / active EE | $991 | $3,114-68.2% | $4,735-79.1% | $2,440-59.4% |
| Participant deferral / active EE | $5,188 | $5,418-4.2% | $6,709-22.7% | $3,607+43.8% |
| Admin fee / account holder | $1,170 | $5,958-80.4% | $10,261-88.6% | $5,124-77.2% |