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 | $54,834 | $73,933-25.8% | $96,683-43.3% | $75,163-27.0% |
| Participation rate | 94.6% | 66.4%+28.2pp | 74.3%+20.3pp | 67.2%+27.5pp |
| Annual return | 17.94% | 26.70%-8.8pp | 35.69%-17.8pp | 160.62%-142.7pp |
| Employer contribution / active EE | $1,103 | $2,928-62.3% | $3,737-70.5% | $2,670-58.7% |
| Participant deferral / active EE | $5,032 | $3,659+37.5% | $4,878+3.2% | $4,125+22.0% |
| Admin fee / account holder | $3,393 | $5,216-35.0% | $6,730-49.6% | $5,651-40.0% |