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 | $45,599 | $115,882-60.7% | $100,516-54.6% | $158,922-71.3% |
| Participation rate | 87.5% | 81.6%+5.9pp | 79.4%+8.1pp | 82.0%+5.5pp |
| Annual return | 17.83% | 34.79%-17.0pp | 30.89%-13.1pp | 302.83%-285.0pp |
| Employer contribution / active EE | $2,155 | $4,103-47.5% | $3,418-36.9% | $4,761-54.7% |
| Participant deferral / active EE | $6,178 | $6,674-7.4% | $6,270-1.5% | $5,982+3.3% |
| Admin fee / account holder | $822 | $10,995-92.5% | $8,081-89.8% | $11,246-92.7% |