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 | $50,767 | $85,022-40.3% | $70,515-28.0% | $139,434-63.6% |
| Participation rate | 95.8% | 73.9%+21.9pp | 68.3%+27.5pp | 80.3%+15.5pp |
| Annual return | 12.46% | 30.38%-17.9pp | 32.77%-20.3pp | 372.94%-360.5pp |
| Employer contribution / active EE | $2,013 | $3,909-48.5% | $2,973-32.3% | $4,751-57.6% |
| Participant deferral / active EE | $4,716 | $5,890-19.9% | $4,567+3.3% | $6,710-29.7% |
| Admin fee / account holder | $2,405 | $8,906-73.0% | $6,412-62.5% | $11,403-78.9% |