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 | $49,125 | $78,672-37.6% | $109,143-55.0% | $85,850-42.8% |
| Participation rate | 91.5% | 68.3%+23.2pp | 75.9%+15.6pp | 69.3%+22.2pp |
| Annual return | 15.43% | 25.09%-9.7pp | 25.75%-10.3pp | 318.53%-303.1pp |
| Employer contribution / active EE | $2,853 | $2,735+4.3% | $3,722-23.4% | $2,565+11.2% |
| Participant deferral / active EE | $5,498 | $3,467+58.6% | $4,653+18.2% | $3,952+39.1% |
| Admin fee / account holder | $1,578 | $5,469-71.1% | $6,752-76.6% | $6,260-74.8% |