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 | $62,242 | $100,901-38.3% | $75,670-17.7% | $147,584-57.8% |
| Participation rate | 90.0% | 77.1%+12.9pp | 72.3%+17.7pp | 82.8%+7.2pp |
| Annual return | 15.81% | 35.78%-20.0pp | 27.34%-11.5pp | 578.55%-562.7pp |
| Employer contribution / active EE | $1,237 | $3,253-62.0% | $2,352-47.4% | $4,876-74.6% |
| Participant deferral / active EE | $3,830 | $4,027-4.9% | $3,142+21.9% | $5,439-29.6% |
| Admin fee / account holder | $7,541 | $11,285-33.2% | $5,800+30.0% | $10,885-30.7% |