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 | $54,123 | $51,175+5.8% | $70,515-23.2% | $75,163-28.0% |
| Participation rate | 81.3% | 60.9%+20.3pp | 68.3%+12.9pp | 67.2%+14.1pp |
| Annual return | 20.12% | 30.02%-9.9pp | 32.77%-12.7pp | 160.62%-140.5pp |
| Employer contribution / active EE | $1,207 | $1,826-33.9% | $2,973-59.4% | $2,670-54.8% |
| Participant deferral / active EE | $3,654 | $2,849+28.2% | $4,567-20.0% | $4,125-11.4% |
| Admin fee / account holder | $5,400 | $4,091+32.0% | $6,412-15.8% | $5,651-4.4% |