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 | $50,582 | $54,705-7.5% | $71,209-29.0% | $84,808-40.4% |
| Participation rate | 76.9% | 64.1%+12.9pp | 73.8%+3.2pp | 68.3%+8.6pp |
| Annual return | 15.44% | 35.90%-20.5pp | 282.51%-267.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $777 | $2,158-64.0% | $2,721-71.4% | $2,631-70.5% |
| Participant deferral / active EE | $6,079 | $3,030+100.6% | $4,175+45.6% | $4,212+44.3% |
| Admin fee / account holder | $2,802 | $4,863-42.4% | $5,349-47.6% | $7,344-61.8% |