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 | $53,884 | $106,515-49.4% | $96,683-44.3% | $139,434-61.4% |
| Participation rate | 94.4% | 77.8%+16.6pp | 74.3%+20.1pp | 80.3%+14.1pp |
| Annual return | 21.95% | 38.43%-16.5pp | 35.69%-13.7pp | 372.94%-351.0pp |
| Employer contribution / active EE | $3,625 | $4,103-11.7% | $3,737-3.0% | $4,751-23.7% |
| Participant deferral / active EE | $9,870 | $5,454+81.0% | $4,878+102.3% | $6,710+47.1% |
| Admin fee / account holder | $1,327 | $7,877-83.2% | $6,730-80.3% | $11,403-88.4% |