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 | $46,573 | $110,257-57.8% | $96,544-51.8% | $139,434-66.6% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 17.89% | 26.32%-8.4pp | 25.84%-8.0pp | 372.94%-355.1pp |
| Employer contribution / active EE | $1,513 | $3,620-58.2% | $2,965-49.0% | $4,751-68.2% |
| Participant deferral / active EE | $8,176 | $5,548+47.4% | $4,851+68.5% | $6,710+21.8% |
| Admin fee / account holder | $3,505 | $11,591-69.8% | $8,252-57.5% | $11,403-69.3% |