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 | $50,831 | $108,825-53.3% | $156,181-67.5% | $82,448-38.3% |
| Participation rate | 72.0% | 72.4%-0.4pp | 78.8%-6.8pp | 68.1%+3.9pp |
| Annual return | 16.76% | 20.59%-3.8pp | 64.87%-48.1pp | 41.64%-24.9pp |
| Employer contribution / active EE | $1,114 | $2,870-61.2% | $4,294-74.1% | $2,551-56.3% |
| Participant deferral / active EE | $5,841 | $4,577+27.6% | $6,132-4.7% | $4,139+41.1% |
| Admin fee / account holder | $506 | $9,341-94.6% | $14,586-96.5% | $7,234-93.0% |