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 | $53,590 | $116,175-53.9% | $93,606-42.7% | $152,861-64.9% |
| Participation rate | 91.7% | 78.0%+13.6pp | 75.8%+15.8pp | 82.4%+9.2pp |
| Annual return | 20.78% | 35.96%-15.2pp | 32.76%-12.0pp | 345.32%-324.5pp |
| Employer contribution / active EE | $2,240 | $3,218-30.4% | $2,718-17.6% | $4,762-53.0% |
| Participant deferral / active EE | $4,784 | $4,603+3.9% | $4,069+17.6% | $5,850-18.2% |
| Admin fee / account holder | $4,457 | $10,748-58.5% | $7,888-43.5% | $11,596-61.6% |