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 | $37,418 | $110,257-66.1% | $96,544-61.2% | $139,434-73.2% |
| Participation rate | 85.7% | 78.1%+7.6pp | 76.0%+9.8pp | 80.3%+5.4pp |
| Annual return | 14.99% | 26.32%-11.3pp | 25.84%-10.9pp | 372.94%-358.0pp |
| Employer contribution / active EE | $1,943 | $3,620-46.3% | $2,965-34.5% | $4,751-59.1% |
| Participant deferral / active EE | $2,184 | $5,548-60.6% | $4,851-55.0% | $6,710-67.5% |
| Admin fee / account holder | $454 | $11,591-96.1% | $8,252-94.5% | $11,403-96.0% |