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 | $49,590 | $112,881-56.1% | $90,951-45.5% | $158,922-68.8% |
| Participation rate | 78.3% | 74.7%+3.5pp | 69.0%+9.3pp | 82.0%-3.7pp |
| Annual return | 15.48% | 215.79%-200.3pp | 134.60%-119.1pp | 302.83%-287.4pp |
| Employer contribution / active EE | $1,350 | $2,893-53.3% | $2,122-36.4% | $4,761-71.7% |
| Participant deferral / active EE | $1,633 | $4,128-60.4% | $3,373-51.6% | $5,982-72.7% |
| Admin fee / account holder | $1,969 | $8,041-75.5% | $5,959-67.0% | $11,246-82.5% |