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 | $39,343 | $94,338-58.3% | $100,534-60.9% | $142,382-72.4% |
| Participation rate | 90.5% | 81.7%+8.7pp | 80.6%+9.9pp | 80.1%+10.4pp |
| Annual return | 14.03% | 29.20%-15.2pp | 32.66%-18.6pp | 217.08%-203.0pp |
| Employer contribution / active EE | $1,714 | $4,237-59.5% | $4,346-60.6% | $4,299-60.1% |
| Participant deferral / active EE | $3,657 | $5,934-38.4% | $6,144-40.5% | $6,507-43.8% |
| Admin fee / account holder | $5,044 | $8,421-40.1% | $7,654-34.1% | $12,624-60.0% |