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 | $47,143 | $154,365-69.5% | $130,231-63.8% | $139,434-66.2% |
| Participation rate | 80.0% | 79.9%+0.1pp | 76.3%+3.7pp | 80.3%-0.3pp |
| Annual return | 16.35% | 30.34%-14.0pp | 38.77%-22.4pp | 372.94%-356.6pp |
| Employer contribution / active EE | $1,322 | $5,170-74.4% | $4,126-68.0% | $4,751-72.2% |
| Participant deferral / active EE | $2,153 | $8,498-74.7% | $6,799-68.3% | $6,710-67.9% |
| Admin fee / account holder | $1,512 | $9,214-83.6% | $6,020-74.9% | $11,403-86.7% |