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 | $50,316 | $95,416-47.3% | $185,823-72.9% | $85,850-41.4% |
| Participation rate | 76.7% | 68.8%+8.0pp | 81.7%-5.0pp | 69.3%+7.4pp |
| Annual return | 18.73% | 23.59%-4.9pp | 122.05%-103.3pp | 318.53%-299.8pp |
| Employer contribution / active EE | $4,124 | $3,314+24.4% | $5,167-20.2% | $2,565+60.8% |
| Participant deferral / active EE | $2,868 | $3,423-16.2% | $5,568-48.5% | $3,952-27.4% |
| Admin fee / account holder | $422 | $7,213-94.1% | $16,237-97.4% | $6,260-93.3% |