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 | $56,498 | $85,022-33.5% | $70,515-19.9% | $139,434-59.5% |
| Participation rate | 88.9% | 73.9%+15.0pp | 68.3%+20.5pp | 80.3%+8.6pp |
| Annual return | 10.87% | 30.38%-19.5pp | 32.77%-21.9pp | 372.94%-362.1pp |
| Employer contribution / active EE | $1,998 | $3,909-48.9% | $2,973-32.8% | $4,751-58.0% |
| Participant deferral / active EE | $1,423 | $5,890-75.8% | $4,567-68.8% | $6,710-78.8% |
| Admin fee / account holder | $1,286 | $8,906-85.6% | $6,412-79.9% | $11,403-88.7% |