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 | $50,598 | $107,934-53.1% | $91,989-45.0% | $152,861-66.9% |
| Participation rate | 75.0% | 81.2%-6.2pp | 78.6%-3.6pp | 82.4%-7.4pp |
| Annual return | 22.91% | 89.24%-66.3pp | 69.02%-46.1pp | 345.32%-322.4pp |
| Employer contribution / active EE | $2,305 | $4,210-45.2% | $3,452-33.2% | $4,762-51.6% |
| Participant deferral / active EE | $4,724 | $6,364-25.8% | $5,923-20.2% | $5,850-19.3% |
| Admin fee / account holder | $604 | $10,520-94.3% | $7,743-92.2% | $11,596-94.8% |