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 | $47,730 | $57,354-16.8% | $83,848-43.1% | $64,186-25.6% |
| Participation rate | 90.0% | 68.6%+21.4pp | 76.1%+13.9pp | 69.6%+20.4pp |
| Annual return | 12.61% | 11.38%+1.2pp | 850.88%-838.3pp | 7.63%+5.0pp |
| Employer contribution / active EE | $772 | $2,545-69.7% | $3,631-78.7% | $2,381-67.6% |
| Participant deferral / active EE | $3,931 | $2,993+31.3% | $4,082-3.7% | $3,470+13.3% |
| Admin fee / account holder | $740 | $4,046-81.7% | $5,478-86.5% | $4,888-84.9% |