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 | $56,454 | $127,264-55.6% | $109,895-48.6% | $167,490-66.3% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.2%+18.1pp | 82.1%+10.2pp |
| Annual return | 15.68% | 22.97%-7.3pp | 29.45%-13.8pp | 478.56%-462.9pp |
| Employer contribution / active EE | $1,537 | $3,322-53.7% | $2,842-45.9% | $4,837-68.2% |
| Participant deferral / active EE | $1,817 | $4,514-59.7% | $4,048-55.1% | $6,341-71.3% |
| Admin fee / account holder | $996 | $7,114-86.0% | $6,066-83.6% | $12,309-91.9% |