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 | $48,167 | $109,881-56.2% | $150,045-67.9% | $84,808-43.2% |
| Participation rate | 88.7% | 76.1%+12.6pp | 82.3%+6.4pp | 68.3%+20.4pp |
| Annual return | 14.89% | 28.25%-13.4pp | 62.55%-47.7pp | 40.90%-26.0pp |
| Employer contribution / active EE | $2,712 | $3,561-23.8% | $4,693-42.2% | $2,631+3.1% |
| Participant deferral / active EE | $4,020 | $6,636-39.4% | $7,997-49.7% | $4,212-4.6% |
| Admin fee / account holder | $4,351 | $8,568-49.2% | $13,435-67.6% | $7,344-40.8% |