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 | $47,459 | $133,922-64.6% | $116,228-59.2% | $142,382-66.7% |
| Participation rate | 94.1% | 77.9%+16.3pp | 74.6%+19.6pp | 80.1%+14.0pp |
| Annual return | 14.58% | 147.76%-133.2pp | 90.06%-75.5pp | 217.08%-202.5pp |
| Employer contribution / active EE | $2,193 | $3,446-36.4% | $2,994-26.8% | $4,299-49.0% |
| Participant deferral / active EE | $3,768 | $5,672-33.6% | $4,953-23.9% | $6,507-42.1% |
| Admin fee / account holder | $2,747 | $14,945-81.6% | $11,989-77.1% | $12,624-78.2% |