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 | $43,682 | $78,672-44.5% | $109,143-60.0% | $85,850-49.1% |
| Participation rate | 96.9% | 68.3%+28.6pp | 75.9%+21.0pp | 69.3%+27.6pp |
| Annual return | 22.34% | 25.09%-2.7pp | 25.75%-3.4pp | 318.53%-296.2pp |
| Employer contribution / active EE | $2,511 | $2,735-8.2% | $3,722-32.5% | $2,565-2.1% |
| Participant deferral / active EE | $4,590 | $3,467+32.4% | $4,653-1.4% | $3,952+16.1% |
| Admin fee / account holder | $1,883 | $5,469-65.6% | $6,752-72.1% | $6,260-69.9% |