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 | $53,977 | $111,754-51.7% | $103,333-47.8% | $145,922-63.0% |
| Participation rate | 88.2% | 77.9%+10.3pp | 74.5%+13.7pp | 80.3%+8.0pp |
| Annual return | 19.00% | 24.77%-5.8pp | 24.88%-5.9pp | 561.29%-542.3pp |
| Employer contribution / active EE | $1,573 | $4,212-62.7% | $3,868-59.3% | $4,660-66.2% |
| Participant deferral / active EE | $6,196 | $5,619+10.3% | $5,057+22.5% | $6,688-7.3% |
| Admin fee / account holder | $2,407 | $9,750-75.3% | $8,355-71.2% | $13,397-82.0% |