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 | $44,670 | $96,484-53.7% | $75,886-41.1% | $152,861-70.8% |
| Participation rate | 95.8% | 76.2%+19.6pp | 69.3%+26.6pp | 82.4%+13.4pp |
| Annual return | 19.44% | 33.98%-14.5pp | 30.76%-11.3pp | 345.32%-325.9pp |
| Employer contribution / active EE | $1,756 | $3,309-46.9% | $2,500-29.8% | $4,762-63.1% |
| Participant deferral / active EE | $3,544 | $4,553-22.2% | $3,603-1.6% | $5,850-39.4% |
| Admin fee / account holder | $3,211 | $8,078-60.2% | $5,418-40.7% | $11,596-72.3% |