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 | $51,752 | $106,749-51.5% | $145,433-64.4% | $82,448-37.2% |
| Participation rate | 97.0% | 75.6%+21.3pp | 82.1%+14.9pp | 68.1%+28.9pp |
| Annual return | 14.71% | 27.59%-12.9pp | 66.58%-51.9pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,184 | $3,444-65.6% | $4,554-74.0% | $2,551-53.6% |
| Participant deferral / active EE | $2,529 | $6,519-61.2% | $7,897-68.0% | $4,139-38.9% |
| Admin fee / account holder | $398 | $8,390-95.3% | $13,129-97.0% | $7,234-94.5% |