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 | $48,196 | $63,346-23.9% | $92,233-47.7% | $70,131-31.3% |
| Participation rate | 73.8% | 68.7%+5.1pp | 76.5%-2.7pp | 69.5%+4.3pp |
| Annual return | 19.91% | 530.12%-510.2pp | 176.28%-156.4pp | 73.14%-53.2pp |
| Employer contribution / active EE | $2,159 | $2,471-12.6% | $3,679-41.3% | $2,342-7.8% |
| Participant deferral / active EE | $3,689 | $2,854+29.3% | $3,897-5.3% | $3,332+10.7% |
| Admin fee / account holder | $3,676 | $3,840-4.3% | $5,194-29.2% | $4,645-20.9% |