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 | $61,282 | $78,672-22.1% | $109,143-43.9% | $85,850-28.6% |
| Participation rate | 85.0% | 68.3%+16.7pp | 75.9%+9.1pp | 69.3%+15.7pp |
| Annual return | 14.66% | 25.09%-10.4pp | 25.75%-11.1pp | 318.53%-303.9pp |
| Employer contribution / active EE | $2,287 | $2,735-16.4% | $3,722-38.6% | $2,565-10.9% |
| Participant deferral / active EE | $4,887 | $3,467+40.9% | $4,653+5.0% | $3,952+23.7% |
| Admin fee / account holder | $3,469 | $5,469-36.6% | $6,752-48.6% | $6,260-44.6% |