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 | $45,026 | $91,037-50.5% | $71,671-37.2% | $147,584-69.5% |
| Participation rate | 77.8% | 76.1%+1.7pp | 68.7%+9.0pp | 82.8%-5.1pp |
| Annual return | 16.32% | 20.48%-4.2pp | 20.65%-4.3pp | 578.55%-562.2pp |
| Employer contribution / active EE | $2,948 | $3,327-11.4% | $2,460+19.8% | $4,876-39.5% |
| Participant deferral / active EE | $3,245 | $4,498-27.9% | $3,438-5.6% | $5,439-40.3% |
| Admin fee / account holder | $3,652 | $8,613-57.6% | $5,558-34.3% | $10,885-66.5% |