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 | $44,088 | $152,460-71.1% | $118,746-62.9% | $147,584-70.1% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.3%-3.3pp | 82.8%-7.8pp |
| Annual return | 18.38% | 17.41%+1.0pp | 24.54%-6.2pp | 578.55%-560.2pp |
| Employer contribution / active EE | $2,338 | $5,046-53.7% | $4,193-44.2% | $4,876-52.1% |
| Participant deferral / active EE | $4,841 | $6,212-22.1% | $5,332-9.2% | $5,439-11.0% |
| Admin fee / account holder | $5,388 | $16,953-68.2% | $10,720-49.7% | $10,885-50.5% |