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 | $55,137 | $162,781-66.1% | $133,956-58.8% | $158,922-65.3% |
| Participation rate | 93.3% | 83.2%+10.1pp | 79.8%+13.5pp | 82.0%+11.4pp |
| Annual return | 14.54% | 41.94%-27.4pp | 45.09%-30.5pp | 302.83%-288.3pp |
| Employer contribution / active EE | $2,532 | $4,975-49.1% | $3,919-35.4% | $4,761-46.8% |
| Participant deferral / active EE | $3,139 | $5,911-46.9% | $5,048-37.8% | $5,982-47.5% |
| Admin fee / account holder | $1,649 | $11,736-85.9% | $8,927-81.5% | $11,246-85.3% |