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 | $49,710 | $98,750-49.7% | $149,696-66.8% | $79,858-37.8% |
| Participation rate | 70.9% | 75.8%-4.9pp | 82.5%-11.6pp | 69.6%+1.3pp |
| Annual return | 15.24% | 27.43%-12.2pp | 276.60%-261.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $702 | $3,216-78.2% | $4,644-84.9% | $2,471-71.6% |
| Participant deferral / active EE | $2,577 | $5,680-54.6% | $6,842-62.3% | $3,740-31.1% |
| Admin fee / account holder | $1,892 | $6,053-68.7% | $9,309-79.7% | $5,306-64.3% |