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 | $42,773 | $77,419-44.8% | $69,455-38.4% | $152,861-72.0% |
| Participation rate | 92.3% | 78.1%+14.2pp | 74.6%+17.7pp | 82.4%+9.9pp |
| Annual return | 23.33% | 39.06%-15.7pp | 28.97%-5.6pp | 345.32%-322.0pp |
| Employer contribution / active EE | $3,785 | $3,315+14.2% | $2,779+36.2% | $4,762-20.5% |
| Participant deferral / active EE | $6,628 | $4,414+50.2% | $3,535+87.5% | $5,850+13.3% |
| Admin fee / account holder | $8,662 | $6,207+39.6% | $3,839+125.6% | $11,596-25.3% |