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 | $69,333 | $104,664-33.8% | $85,682-19.1% | $167,490-58.6% |
| Participation rate | 85.7% | 76.4%+9.3pp | 69.9%+15.9pp | 82.1%+3.6pp |
| Annual return | 18.53% | 21.45%-2.9pp | 21.49%-3.0pp | 478.56%-460.0pp |
| Employer contribution / active EE | $1,247 | $3,337-62.6% | $2,618-52.4% | $4,837-74.2% |
| Participant deferral / active EE | $5,986 | $4,824+24.1% | $3,923+52.6% | $6,341-5.6% |
| Admin fee / account holder | $3,154 | $10,032-68.6% | $6,873-54.1% | $12,309-74.4% |