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 | $47,910 | $52,279-8.4% | $89,391-46.4% | $79,858-40.0% |
| Participation rate | 71.1% | 57.5%+13.6pp | 68.0%+3.1pp | 69.6%+1.5pp |
| Annual return | 20.45% | 22.16%-1.7pp | 245.62%-225.2pp | 31.71%-11.3pp |
| Employer contribution / active EE | $538 | $1,572-65.8% | $2,586-79.2% | $2,471-78.2% |
| Participant deferral / active EE | $2,534 | $2,740-7.5% | $3,890-34.8% | $3,740-32.2% |
| Admin fee / account holder | $451 | $3,356-86.6% | $4,881-90.8% | $5,306-91.5% |