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 | $46,835 | $171,164-72.6% | $127,761-63.3% | $152,861-69.4% |
| Participation rate | 85.7% | 83.4%+2.3pp | 79.0%+6.7pp | 82.4%+3.3pp |
| Annual return | 22.53% | 23.54%-1.0pp | 26.14%-3.6pp | 345.32%-322.8pp |
| Employer contribution / active EE | $2,271 | $5,447-58.3% | $4,574-50.3% | $4,762-52.3% |
| Participant deferral / active EE | $5,582 | $7,038-20.7% | $6,021-7.3% | $5,850-4.6% |
| Admin fee / account holder | $1,600 | $14,530-89.0% | $9,395-83.0% | $11,596-86.2% |