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 | $58,336 | $124,281-53.1% | $109,143-46.6% | $167,490-65.2% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.9%+9.8pp | 82.1%+3.6pp |
| Annual return | 11.79% | 26.04%-14.2pp | 25.75%-14.0pp | 478.56%-466.8pp |
| Employer contribution / active EE | $9,245 | $4,207+119.7% | $3,722+148.4% | $4,837+91.1% |
| Participant deferral / active EE | $2,884 | $5,255-45.1% | $4,653-38.0% | $6,341-54.5% |
| Admin fee / account holder | $2,554 | $7,970-68.0% | $6,752-62.2% | $12,309-79.3% |