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 | $43,473 | $91,552-52.5% | $133,956-67.5% | $79,858-45.6% |
| Participation rate | 95.9% | 73.3%+22.6pp | 79.8%+16.1pp | 69.6%+26.3pp |
| Annual return | 15.13% | 61.85%-46.7pp | 45.09%-30.0pp | 31.71%-16.6pp |
| Employer contribution / active EE | $971 | $2,384-59.3% | $3,919-75.2% | $2,471-60.7% |
| Participant deferral / active EE | $4,513 | $3,733+20.9% | $5,048-10.6% | $3,740+20.7% |
| Admin fee / account holder | $2,510 | $6,321-60.3% | $8,927-71.9% | $5,306-52.7% |