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 | $60,444 | $98,240-38.5% | $82,313-26.6% | $147,584-59.0% |
| Participation rate | 95.5% | 79.7%+15.7pp | 76.9%+18.6pp | 82.8%+12.6pp |
| Annual return | 15.22% | 30.85%-15.6pp | 25.88%-10.7pp | 578.55%-563.3pp |
| Employer contribution / active EE | $2,055 | $3,192-35.6% | $2,428-15.4% | $4,876-57.9% |
| Participant deferral / active EE | $3,385 | $4,383-22.8% | $3,706-8.7% | $5,439-37.8% |
| Admin fee / account holder | $6,288 | $8,563-26.6% | $5,608+12.1% | $10,885-42.2% |