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 | $56,367 | $105,859-46.8% | $90,160-37.5% | $147,584-61.8% |
| Participation rate | 83.3% | 79.7%+3.6pp | 76.9%+6.5pp | 82.8%+0.5pp |
| Annual return | 19.49% | 37.63%-18.1pp | 34.88%-15.4pp | 578.55%-559.1pp |
| Employer contribution / active EE | $1,523 | $4,126-63.1% | $3,318-54.1% | $4,876-68.8% |
| Participant deferral / active EE | $3,824 | $5,733-33.3% | $5,288-27.7% | $5,439-29.7% |
| Admin fee / account holder | $1,703 | $8,046-78.8% | $5,943-71.3% | $10,885-84.4% |