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 | $45,779 | $102,966-55.5% | $90,281-49.3% | $152,861-70.1% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.4%+5.1pp |
| Annual return | 19.69% | 95.16%-75.5pp | 78.10%-58.4pp | 345.32%-325.6pp |
| Employer contribution / active EE | $1,910 | $3,139-39.2% | $2,854-33.1% | $4,762-59.9% |
| Participant deferral / active EE | $6,924 | $4,281+61.7% | $3,885+78.2% | $5,850+18.3% |
| Admin fee / account holder | $4,596 | $6,171-25.5% | $5,351-14.1% | $11,596-60.4% |