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 | $65,748 | $106,515-38.3% | $96,683-32.0% | $139,434-52.8% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 27.58% | 38.43%-10.8pp | 35.69%-8.1pp | 372.94%-345.4pp |
| Employer contribution / active EE | $2,625 | $4,103-36.0% | $3,737-29.8% | $4,751-44.8% |
| Participant deferral / active EE | $5,565 | $5,454+2.0% | $4,878+14.1% | $6,710-17.1% |
| Admin fee / account holder | $1,172 | $7,877-85.1% | $6,730-82.6% | $11,403-89.7% |