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 | $58,114 | $89,753-35.3% | $107,525-46.0% | $84,808-31.5% |
| Participation rate | 96.6% | 68.1%+28.5pp | 75.1%+21.5pp | 68.3%+28.2pp |
| Annual return | 19.84% | 29.48%-9.6pp | 181.32%-161.5pp | 40.90%-21.1pp |
| Employer contribution / active EE | $3,711 | $3,113+19.2% | $3,754-1.1% | $2,631+41.1% |
| Participant deferral / active EE | $3,566 | $4,056-12.1% | $5,116-30.3% | $4,212-15.3% |
| Admin fee / account holder | $2,557 | $7,222-64.6% | $8,919-71.3% | $7,344-65.2% |