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 | $52,412 | $157,256-66.7% | $141,162-62.9% | $152,861-65.7% |
| Participation rate | 94.1% | 84.8%+9.3pp | 82.5%+11.6pp | 82.4%+11.7pp |
| Annual return | 28.28% | 64.32%-36.0pp | 71.39%-43.1pp | 345.32%-317.0pp |
| Employer contribution / active EE | $3,093 | $5,261-41.2% | $4,735-34.7% | $4,762-35.0% |
| Participant deferral / active EE | $7,475 | $7,109+5.1% | $6,709+11.4% | $5,850+27.8% |
| Admin fee / account holder | $517 | $12,120-95.7% | $10,261-95.0% | $11,596-95.5% |