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 | $47,494 | $73,933-35.8% | $96,683-50.9% | $75,163-36.8% |
| Participation rate | 88.6% | 66.4%+22.2pp | 74.3%+14.3pp | 67.2%+21.4pp |
| Annual return | 14.71% | 26.70%-12.0pp | 35.69%-21.0pp | 160.62%-145.9pp |
| Employer contribution / active EE | $2,298 | $2,928-21.5% | $3,737-38.5% | $2,670-13.9% |
| Participant deferral / active EE | $3,619 | $3,659-1.1% | $4,878-25.8% | $4,125-12.3% |
| Admin fee / account holder | $859 | $5,216-83.5% | $6,730-87.2% | $5,651-84.8% |