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 5-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 | $49,483 | $111,535-55.6% | $105,223-53.0% | $137,256-63.9% |
| Participation rate | 94.1% | 78.1%+16.0pp | 75.0%+19.1pp | 80.0%+14.2pp |
| Annual return | 21.33% | 237.85%-216.5pp | 180.65%-159.3pp | 220.34%-199.0pp |
| Employer contribution / active EE | $2,459 | $3,939-37.6% | $3,689-33.3% | $4,156-40.8% |
| Participant deferral / active EE | $8,639 | $5,500+57.1% | $5,072+70.3% | $6,407+34.8% |
| Admin fee / account holder | $951 | $9,721-90.2% | $8,859-89.3% | $12,270-92.3% |