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 | $54,598 | $105,859-48.4% | $90,160-39.4% | $147,584-63.0% |
| Participation rate | 80.0% | 79.7%+0.3pp | 76.9%+3.1pp | 82.8%-2.8pp |
| Annual return | 35.68% | 37.63%-1.9pp | 34.88%+0.8pp | 578.55%-542.9pp |
| Employer contribution / active EE | $1,499 | $4,126-63.7% | $3,318-54.8% | $4,876-69.3% |
| Participant deferral / active EE | $3,409 | $5,733-40.5% | $5,288-35.5% | $5,439-37.3% |
| Admin fee / account holder | $2,040 | $8,046-74.6% | $5,943-65.7% | $10,885-81.3% |