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 | $37,778 | $51,175-26.2% | $70,515-46.4% | $75,163-49.7% |
| Participation rate | 97.9% | 60.9%+37.0pp | 68.3%+29.6pp | 67.2%+30.7pp |
| Annual return | 18.42% | 30.02%-11.6pp | 32.77%-14.3pp | 160.62%-142.2pp |
| Employer contribution / active EE | $5,399 | $1,826+195.6% | $2,973+81.6% | $2,670+102.2% |
| Participant deferral / active EE | $3,908 | $2,849+37.2% | $4,567-14.4% | $4,125-5.3% |
| Admin fee / account holder | $623 | $4,091-84.8% | $6,412-90.3% | $5,651-89.0% |