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 | $53,456 | $157,256-66.0% | $141,162-62.1% | $152,861-65.0% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 30.47% | 64.32%-33.9pp | 71.39%-40.9pp | 345.32%-314.8pp |
| Employer contribution / active EE | $2,789 | $5,261-47.0% | $4,735-41.1% | $4,762-41.4% |
| Participant deferral / active EE | $10,699 | $7,109+50.5% | $6,709+59.5% | $5,850+82.9% |
| Admin fee / account holder | $1,073 | $12,120-91.1% | $10,261-89.5% | $11,596-90.7% |