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 | $53,432 | $140,940-62.1% | $112,229-52.4% | $139,434-61.7% |
| Participation rate | 87.5% | 79.2%+8.3pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 15.29% | 32.71%-17.4pp | 30.20%-14.9pp | 372.94%-357.6pp |
| Employer contribution / active EE | $1,254 | $4,283-70.7% | $3,430-63.5% | $4,751-73.6% |
| Participant deferral / active EE | $4,089 | $5,874-30.4% | $4,798-14.8% | $6,710-39.1% |
| Admin fee / account holder | $440 | $9,954-95.6% | $7,748-94.3% | $11,403-96.1% |