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 | $54,568 | $85,022-35.8% | $70,515-22.6% | $139,434-60.9% |
| Participation rate | 86.7% | 73.9%+12.8pp | 68.3%+18.3pp | 80.3%+6.3pp |
| Annual return | 20.81% | 30.38%-9.6pp | 32.77%-12.0pp | 372.94%-352.1pp |
| Employer contribution / active EE | $1,778 | $3,909-54.5% | $2,973-40.2% | $4,751-62.6% |
| Participant deferral / active EE | $3,876 | $5,890-34.2% | $4,567-15.1% | $6,710-42.2% |
| Admin fee / account holder | $2,865 | $8,906-67.8% | $6,412-55.3% | $11,403-74.9% |