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 | $52,526 | $165,335-68.2% | $149,696-64.9% | $158,922-66.9% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 11.97% | 348.15%-336.2pp | 276.60%-264.6pp | 302.83%-290.9pp |
| Employer contribution / active EE | $1,658 | $5,103-67.5% | $4,644-64.3% | $4,761-65.2% |
| Participant deferral / active EE | $4,075 | $7,181-43.3% | $6,842-40.4% | $5,982-31.9% |
| Admin fee / account holder | $27,026 | $10,807+150.1% | $9,309+190.3% | $11,246+140.3% |