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 | $50,119 | $84,233-40.5% | $170,442-70.6% | $70,131-28.5% |
| Participation rate | 93.6% | 70.8%+22.8pp | 83.6%+10.0pp | 69.5%+24.1pp |
| Annual return | 20.17% | 23.06%-2.9pp | 205.93%-185.8pp | 73.14%-53.0pp |
| Employer contribution / active EE | $3,058 | $3,387-9.7% | $5,433-43.7% | $2,342+30.5% |
| Participant deferral / active EE | $7,065 | $3,086+129.0% | $4,939+43.0% | $3,332+112.1% |
| Admin fee / account holder | $1,000 | $5,698-82.4% | $13,880-92.8% | $4,645-78.5% |