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 | $49,443 | $77,634-36.3% | $156,549-68.4% | $62,891-21.4% |
| Participation rate | 78.4% | 71.2%+7.2pp | 84.0%-5.6pp | 69.3%+9.1pp |
| Annual return | 12.26% | 50.32%-38.1pp | 32.23%-20.0pp | 20.14%-7.9pp |
| Employer contribution / active EE | $523 | $3,444-84.8% | $5,501-90.5% | $2,281-77.1% |
| Participant deferral / active EE | $4,020 | $3,045+32.0% | $4,871-17.5% | $3,203+25.5% |
| Admin fee / account holder | $784 | $5,561-85.9% | $13,027-94.0% | $4,296-81.7% |