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 | $70,861 | $95,266-25.6% | $82,389-14.0% | $142,382-50.2% |
| Participation rate | 86.4% | 74.5%+11.9pp | 69.5%+16.8pp | 80.1%+6.2pp |
| Annual return | 12.93% | 25.74%-12.8pp | 28.67%-15.7pp | 217.08%-204.1pp |
| Employer contribution / active EE | $1,661 | $2,991-44.5% | $2,517-34.0% | $4,299-61.4% |
| Participant deferral / active EE | $2,121 | $4,809-55.9% | $4,155-48.9% | $6,507-67.4% |
| Admin fee / account holder | $587 | $8,563-93.1% | $7,231-91.9% | $12,624-95.4% |