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 | $48,482 | $89,355-45.7% | $141,162-65.7% | $72,985-33.6% |
| Participation rate | 82.8% | 75.1%+7.6pp | 82.5%+0.3pp | 69.5%+13.3pp |
| Annual return | 27.78% | 111.85%-84.1pp | 71.39%-43.6pp | 81.00%-53.2pp |
| Employer contribution / active EE | $2,454 | $3,114-21.2% | $4,735-48.2% | $2,440+0.6% |
| Participant deferral / active EE | $4,165 | $5,418-23.1% | $6,709-37.9% | $3,607+15.5% |
| Admin fee / account holder | $7,682 | $5,958+28.9% | $10,261-25.1% | $5,124+49.9% |