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 | $50,176 | $142,405-64.8% | $115,157-56.4% | $152,861-67.2% |
| Participation rate | 95.8% | 82.4%+13.5pp | 75.9%+19.9pp | 82.4%+13.4pp |
| Annual return | 22.13% | 41.48%-19.3pp | 35.60%-13.5pp | 345.32%-323.2pp |
| Employer contribution / active EE | $2,272 | $4,010-43.3% | $3,179-28.5% | $4,762-52.3% |
| Participant deferral / active EE | $3,346 | $5,164-35.2% | $4,168-19.7% | $5,850-42.8% |
| Admin fee / account holder | $3,032 | $8,462-64.2% | $7,088-57.2% | $11,596-73.9% |