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 | $51,950 | $127,264-59.2% | $109,895-52.7% | $167,490-69.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 19.73% | 22.97%-3.2pp | 29.45%-9.7pp | 478.56%-458.8pp |
| Employer contribution / active EE | $1,981 | $3,322-40.4% | $2,842-30.3% | $4,837-59.0% |
| Participant deferral / active EE | $5,037 | $4,514+11.6% | $4,048+24.4% | $6,341-20.6% |
| Admin fee / account holder | $1,029 | $7,114-85.5% | $6,066-83.0% | $12,309-91.6% |