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 | $54,515 | $154,365-64.7% | $130,231-58.1% | $139,434-60.9% |
| Participation rate | 93.3% | 79.9%+13.4pp | 76.3%+17.1pp | 80.3%+13.0pp |
| Annual return | 30.48% | 30.34%+0.1pp | 38.77%-8.3pp | 372.94%-342.5pp |
| Employer contribution / active EE | $3,435 | $5,170-33.6% | $4,126-16.7% | $4,751-27.7% |
| Participant deferral / active EE | $8,343 | $8,498-1.8% | $6,799+22.7% | $6,710+24.3% |
| Admin fee / account holder | $21,859 | $9,214+137.2% | $6,020+263.1% | $11,403+91.7% |