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 | $50,321 | $77,899-35.4% | $149,673-66.4% | $75,163-33.1% |
| Participation rate | 86.3% | 65.6%+20.7pp | 78.8%+7.5pp | 67.2%+19.1pp |
| Annual return | 17.89% | 31.72%-13.8pp | 134.42%-116.5pp | 160.62%-142.7pp |
| Employer contribution / active EE | $2,517 | $3,137-19.8% | $4,818-47.8% | $2,670-5.7% |
| Participant deferral / active EE | $7,572 | $3,411+122.0% | $5,680+33.3% | $4,125+83.6% |
| Admin fee / account holder | $2,872 | $5,956-51.8% | $13,210-78.3% | $5,651-49.2% |