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 | $48,871 | $115,882-57.8% | $100,516-51.4% | $158,922-69.2% |
| Participation rate | 85.7% | 81.6%+4.1pp | 79.4%+6.3pp | 82.0%+3.8pp |
| Annual return | 20.79% | 34.79%-14.0pp | 30.89%-10.1pp | 302.83%-282.0pp |
| Employer contribution / active EE | $1,906 | $4,103-53.6% | $3,418-44.2% | $4,761-60.0% |
| Participant deferral / active EE | $4,596 | $6,674-31.1% | $6,270-26.7% | $5,982-23.2% |
| Admin fee / account holder | $9,039 | $10,995-17.8% | $8,081+11.9% | $11,246-19.6% |