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 | $44,584 | $118,450-62.4% | $98,439-54.7% | $139,434-68.0% |
| Participation rate | 91.7% | 77.4%+14.2pp | 75.2%+16.5pp | 80.3%+11.3pp |
| Annual return | 19.20% | 18.94%+0.3pp | 21.16%-2.0pp | 372.94%-353.7pp |
| Employer contribution / active EE | $1,562 | $3,609-56.7% | $3,048-48.8% | $4,751-67.1% |
| Participant deferral / active EE | $5,418 | $5,392+0.5% | $4,738+14.4% | $6,710-19.3% |
| Admin fee / account holder | $3,405 | $14,026-75.7% | $8,948-61.9% | $11,403-70.1% |