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 | $57,595 | $152,587-62.3% | $125,175-54.0% | $152,861-62.3% |
| Participation rate | 88.2% | 83.3%+4.9pp | 79.8%+8.5pp | 82.4%+5.8pp |
| Annual return | 17.66% | 54.84%-37.2pp | 43.79%-26.1pp | 345.32%-327.7pp |
| Employer contribution / active EE | $1,341 | $4,946-72.9% | $3,865-65.3% | $4,762-71.8% |
| Participant deferral / active EE | $3,206 | $5,868-45.4% | $4,937-35.1% | $5,850-45.2% |
| Admin fee / account holder | $5,308 | $13,434-60.5% | $9,702-45.3% | $11,596-54.2% |