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 | $44,604 | $85,766-48.0% | $136,294-67.3% | $70,131-36.4% |
| Participation rate | 78.0% | 74.2%+3.9pp | 81.9%-3.9pp | 69.5%+8.5pp |
| Annual return | 14.67% | 31.45%-16.8pp | 5155.94%-5141.3pp | 73.14%-58.5pp |
| Employer contribution / active EE | $1,245 | $2,966-58.0% | $4,695-73.5% | $2,342-46.8% |
| Participant deferral / active EE | $4,295 | $5,051-15.0% | $6,247-31.2% | $3,332+28.9% |
| Admin fee / account holder | $1,454 | $5,420-73.2% | $9,243-84.3% | $4,645-68.7% |