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 | $51,348 | $89,355-42.5% | $141,162-63.6% | $72,985-29.6% |
| Participation rate | 83.3% | 75.1%+8.2pp | 82.5%+0.9pp | 69.5%+13.8pp |
| Annual return | 31.85% | 111.85%-80.0pp | 71.39%-39.5pp | 81.00%-49.2pp |
| Employer contribution / active EE | $1,471 | $3,114-52.8% | $4,735-68.9% | $2,440-39.7% |
| Participant deferral / active EE | $7,185 | $5,418+32.6% | $6,709+7.1% | $3,607+99.2% |
| Admin fee / account holder | $12,747 | $5,958+113.9% | $10,261+24.2% | $5,124+148.8% |