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 | $97,402 | $127,264-23.5% | $109,895-11.4% | $167,490-41.8% |
| Participation rate | 86.4% | 77.9%+8.5pp | 74.2%+12.1pp | 82.1%+4.3pp |
| Annual return | 15.97% | 22.97%-7.0pp | 29.45%-13.5pp | 478.56%-462.6pp |
| Employer contribution / active EE | $1,892 | $3,322-43.1% | $2,842-33.4% | $4,837-60.9% |
| Participant deferral / active EE | $2,964 | $4,514-34.3% | $4,048-26.8% | $6,341-53.3% |
| Admin fee / account holder | $3,212 | $7,114-54.8% | $6,066-47.0% | $12,309-73.9% |