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 | $50,991 | $118,849-57.1% | $96,562-47.2% | $167,490-69.6% |
| Participation rate | 88.2% | 75.5%+12.8pp | 69.8%+18.4pp | 82.1%+6.1pp |
| Annual return | 16.02% | 50.49%-34.5pp | 37.78%-21.8pp | 478.56%-462.5pp |
| Employer contribution / active EE | $1,368 | $3,120-56.2% | $2,356-42.0% | $4,837-71.7% |
| Participant deferral / active EE | $2,674 | $4,616-42.1% | $3,849-30.5% | $6,341-57.8% |
| Admin fee / account holder | $4,886 | $8,065-39.4% | $6,181-20.9% | $12,309-60.3% |