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 | $50,799 | $124,281-59.1% | $109,143-53.5% | $167,490-69.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.97% | 26.04%-9.1pp | 25.75%-8.8pp | 478.56%-461.6pp |
| Employer contribution / active EE | $1,569 | $4,207-62.7% | $3,722-57.8% | $4,837-67.6% |
| Participant deferral / active EE | $4,691 | $5,255-10.7% | $4,653+0.8% | $6,341-26.0% |
| Admin fee / account holder | $3,102 | $7,970-61.1% | $6,752-54.1% | $12,309-74.8% |