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 | $47,338 | $105,859-55.3% | $90,160-47.5% | $147,584-67.9% |
| Participation rate | 91.7% | 79.7%+11.9pp | 76.9%+14.8pp | 82.8%+8.8pp |
| Annual return | 17.86% | 37.63%-19.8pp | 34.88%-17.0pp | 578.55%-560.7pp |
| Employer contribution / active EE | $1,219 | $4,126-70.5% | $3,318-63.3% | $4,876-75.0% |
| Participant deferral / active EE | $1,850 | $5,733-67.7% | $5,288-65.0% | $5,439-66.0% |
| Admin fee / account holder | $503 | $8,046-93.7% | $5,943-91.5% | $10,885-95.4% |