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 | $49,887 | $105,859-52.9% | $90,160-44.7% | $147,584-66.2% |
| Participation rate | 90.9% | 79.7%+11.2pp | 76.9%+14.0pp | 82.8%+8.1pp |
| Annual return | 18.83% | 37.63%-18.8pp | 34.88%-16.1pp | 578.55%-559.7pp |
| Employer contribution / active EE | $4,206 | $4,126+1.9% | $3,318+26.8% | $4,876-13.7% |
| Participant deferral / active EE | $5,876 | $5,733+2.5% | $5,288+11.1% | $5,439+8.0% |
| Admin fee / account holder | $1,269 | $8,046-84.2% | $5,943-78.7% | $10,885-88.3% |