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 | $41,482 | $51,175-18.9% | $70,515-41.2% | $75,163-44.8% |
| Participation rate | 89.7% | 60.9%+28.7pp | 68.3%+21.3pp | 67.2%+22.5pp |
| Annual return | 20.45% | 30.02%-9.6pp | 32.77%-12.3pp | 160.62%-140.2pp |
| Employer contribution / active EE | $1,534 | $1,826-16.0% | $2,973-48.4% | $2,670-42.5% |
| Participant deferral / active EE | $3,263 | $2,849+14.5% | $4,567-28.5% | $4,125-20.9% |
| Admin fee / account holder | $1,848 | $4,091-54.8% | $6,412-71.2% | $5,651-67.3% |