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 | $42,103 | $115,882-63.7% | $100,516-58.1% | $158,922-73.5% |
| Participation rate | 73.7% | 81.6%-7.9pp | 79.4%-5.7pp | 82.0%-8.3pp |
| Annual return | 21.24% | 34.79%-13.5pp | 30.89%-9.6pp | 302.83%-281.6pp |
| Employer contribution / active EE | $1,655 | $4,103-59.7% | $3,418-51.6% | $4,761-65.2% |
| Participant deferral / active EE | $4,924 | $6,674-26.2% | $6,270-21.5% | $5,982-17.7% |
| Admin fee / account holder | $456 | $10,995-95.9% | $8,081-94.4% | $11,246-95.9% |