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 | $58,323 | $176,812-67.0% | $146,665-60.2% | $167,490-65.2% |
| Participation rate | 91.3% | 83.6%+7.7pp | 80.1%+11.2pp | 82.1%+9.2pp |
| Annual return | 18.74% | 24.03%-5.3pp | 22.74%-4.0pp | 478.56%-459.8pp |
| Employer contribution / active EE | $3,050 | $5,160-40.9% | $4,136-26.3% | $4,837-37.0% |
| Participant deferral / active EE | $5,800 | $6,440-9.9% | $5,506+5.3% | $6,341-8.5% |
| Admin fee / account holder | $3,682 | $13,259-72.2% | $10,280-64.2% | $12,309-70.1% |