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 | $54,310 | $77,899-30.3% | $149,673-63.7% | $75,163-27.7% |
| Participation rate | 76.1% | 65.6%+10.5pp | 78.8%-2.7pp | 67.2%+8.9pp |
| Annual return | 20.43% | 31.72%-11.3pp | 134.42%-114.0pp | 160.62%-140.2pp |
| Employer contribution / active EE | $1,154 | $3,137-63.2% | $4,818-76.1% | $2,670-56.8% |
| Participant deferral / active EE | $4,543 | $3,411+33.2% | $5,680-20.0% | $4,125+10.1% |
| Admin fee / account holder | $1,282 | $5,956-78.5% | $13,210-90.3% | $5,651-77.3% |