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 | $44,364 | $69,207-35.9% | $64,056-30.7% | $139,434-68.2% |
| Participation rate | 83.3% | 75.6%+7.7pp | 72.3%+11.0pp | 80.3%+3.0pp |
| Annual return | 16.61% | 45.88%-29.3pp | 33.69%-17.1pp | 372.94%-356.3pp |
| Employer contribution / active EE | $2,767 | $3,182-13.1% | $2,747+0.7% | $4,751-41.8% |
| Participant deferral / active EE | $5,723 | $4,682+22.2% | $3,880+47.5% | $6,710-14.7% |
| Admin fee / account holder | $4,502 | $4,244+6.1% | $3,068+46.7% | $11,403-60.5% |