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 | $47,161 | $117,381-59.8% | $99,443-52.6% | $152,861-69.1% |
| Participation rate | 91.7% | 77.5%+14.1pp | 73.8%+17.8pp | 82.4%+9.2pp |
| Annual return | 16.10% | 31.87%-15.8pp | 30.72%-14.6pp | 345.32%-329.2pp |
| Employer contribution / active EE | $2,147 | $3,013-28.7% | $2,540-15.5% | $4,762-54.9% |
| Participant deferral / active EE | $1,889 | $4,086-53.8% | $3,619-47.8% | $5,850-67.7% |
| Admin fee / account holder | $1,707 | $7,631-77.6% | $6,250-72.7% | $11,596-85.3% |