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 | $59,578 | $85,022-29.9% | $70,515-15.5% | $139,434-57.3% |
| Participation rate | 83.3% | 73.9%+9.4pp | 68.3%+15.0pp | 80.3%+3.0pp |
| Annual return | 18.89% | 30.38%-11.5pp | 32.77%-13.9pp | 372.94%-354.0pp |
| Employer contribution / active EE | $1,476 | $3,909-62.2% | $2,973-50.3% | $4,751-68.9% |
| Participant deferral / active EE | $2,907 | $5,890-50.6% | $4,567-36.3% | $6,710-56.7% |
| Admin fee / account holder | $1,100 | $8,906-87.6% | $6,412-82.8% | $11,403-90.4% |