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 | $68,444 | $117,841-41.9% | $102,423-33.2% | $145,922-53.1% |
| Participation rate | 90.9% | 78.6%+12.3pp | 76.5%+14.4pp | 80.3%+10.6pp |
| Annual return | 11.54% | 31.65%-20.1pp | 29.32%-17.8pp | 561.29%-549.7pp |
| Employer contribution / active EE | $3,375 | $3,615-6.6% | $3,023+11.6% | $4,660-27.6% |
| Participant deferral / active EE | $8,123 | $5,731+41.7% | $5,053+60.8% | $6,688+21.5% |
| Admin fee / account holder | $12,402 | $13,326-6.9% | $9,451+31.2% | $13,397-7.4% |