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 | $45,548 | $98,750-53.9% | $149,696-69.6% | $79,858-43.0% |
| Participation rate | 84.5% | 75.8%+8.7pp | 82.5%+2.0pp | 69.6%+14.8pp |
| Annual return | 20.55% | 27.43%-6.9pp | 276.60%-256.1pp | 31.71%-11.2pp |
| Employer contribution / active EE | $1,583 | $3,216-50.8% | $4,644-65.9% | $2,471-35.9% |
| Participant deferral / active EE | $4,055 | $5,680-28.6% | $6,842-40.7% | $3,740+8.4% |
| Admin fee / account holder | $1,985 | $6,053-67.2% | $9,309-78.7% | $5,306-62.6% |