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 | $52,842 | $117,381-55.0% | $99,443-46.9% | $152,861-65.4% |
| Participation rate | 91.7% | 77.5%+14.1pp | 73.8%+17.8pp | 82.4%+9.2pp |
| Annual return | 21.58% | 31.87%-10.3pp | 30.72%-9.1pp | 345.32%-323.7pp |
| Employer contribution / active EE | $2,435 | $3,013-19.2% | $2,540-4.1% | $4,762-48.9% |
| Participant deferral / active EE | $4,665 | $4,086+14.2% | $3,619+28.9% | $5,850-20.3% |
| Admin fee / account holder | $6,321 | $7,631-17.2% | $6,250+1.1% | $11,596-45.5% |