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 | $74,809 | $98,240-23.9% | $82,313-9.1% | $147,584-49.3% |
| Participation rate | 80.0% | 79.7%+0.3pp | 76.9%+3.1pp | 82.8%-2.8pp |
| Annual return | 19.42% | 30.85%-11.4pp | 25.88%-6.5pp | 578.55%-559.1pp |
| Employer contribution / active EE | $1,313 | $3,192-58.9% | $2,428-45.9% | $4,876-73.1% |
| Participant deferral / active EE | $1,648 | $4,383-62.4% | $3,706-55.5% | $5,439-69.7% |
| Admin fee / account holder | $352 | $8,563-95.9% | $5,608-93.7% | $10,885-96.8% |