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 | $57,481 | $116,175-50.5% | $93,606-38.6% | $152,861-62.4% |
| Participation rate | 91.3% | 78.0%+13.3pp | 75.8%+15.5pp | 82.4%+8.9pp |
| Annual return | 25.02% | 35.96%-10.9pp | 32.76%-7.7pp | 345.32%-320.3pp |
| Employer contribution / active EE | $1,465 | $3,218-54.5% | $2,718-46.1% | $4,762-69.2% |
| Participant deferral / active EE | $2,963 | $4,603-35.6% | $4,069-27.2% | $5,850-49.3% |
| Admin fee / account holder | $2,424 | $10,748-77.4% | $7,888-69.3% | $11,596-79.1% |