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 | $55,101 | $85,022-35.2% | $70,515-21.9% | $139,434-60.5% |
| Participation rate | 84.6% | 73.9%+10.7pp | 68.3%+16.3pp | 80.3%+4.3pp |
| Annual return | 21.10% | 30.38%-9.3pp | 32.77%-11.7pp | 372.94%-351.8pp |
| Employer contribution / active EE | $3,054 | $3,909-21.9% | $2,973+2.7% | $4,751-35.7% |
| Participant deferral / active EE | $5,019 | $5,890-14.8% | $4,567+9.9% | $6,710-25.2% |
| Admin fee / account holder | $2,829 | $8,906-68.2% | $6,412-55.9% | $11,403-75.2% |