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 | $43,557 | $105,859-58.9% | $90,160-51.7% | $147,584-70.5% |
| Participation rate | 83.3% | 79.7%+3.6pp | 76.9%+6.5pp | 82.8%+0.5pp |
| Annual return | 16.65% | 37.63%-21.0pp | 34.88%-18.2pp | 578.55%-561.9pp |
| Employer contribution / active EE | $2,818 | $4,126-31.7% | $3,318-15.1% | $4,876-42.2% |
| Participant deferral / active EE | $5,107 | $5,733-10.9% | $5,288-3.4% | $5,439-6.1% |
| Admin fee / account holder | $3,854 | $8,046-52.1% | $5,943-35.1% | $10,885-64.6% |