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 | $48,261 | $117,381-58.9% | $99,443-51.5% | $152,861-68.4% |
| Participation rate | 78.6% | 77.5%+1.0pp | 73.8%+4.7pp | 82.4%-3.9pp |
| Annual return | 23.29% | 31.87%-8.6pp | 30.72%-7.4pp | 345.32%-322.0pp |
| Employer contribution / active EE | $1,651 | $3,013-45.2% | $2,540-35.0% | $4,762-65.3% |
| Participant deferral / active EE | $5,698 | $4,086+39.5% | $3,619+57.5% | $5,850-2.6% |
| Admin fee / account holder | $872 | $7,631-88.6% | $6,250-86.1% | $11,596-92.5% |