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 | $50,022 | $102,966-51.4% | $90,281-44.6% | $152,861-67.3% |
| Participation rate | 78.6% | 75.9%+2.7pp | 73.3%+5.3pp | 82.4%-3.9pp |
| Annual return | 19.43% | 95.16%-75.7pp | 78.10%-58.7pp | 345.32%-325.9pp |
| Employer contribution / active EE | $1,888 | $3,139-39.8% | $2,854-33.9% | $4,762-60.4% |
| Participant deferral / active EE | $3,902 | $4,281-8.9% | $3,885+0.4% | $5,850-33.3% |
| Admin fee / account holder | $443 | $6,171-92.8% | $5,351-91.7% | $11,596-96.2% |