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 | $32,048 | $91,190-64.9% | $178,490-82.0% | $79,858-59.9% |
| Participation rate | 94.8% | 69.2%+25.6pp | 81.9%+12.9pp | 69.6%+25.2pp |
| Annual return | 18.61% | 24.19%-5.6pp | 151.07%-132.5pp | 31.71%-13.1pp |
| Employer contribution / active EE | $2,729 | $3,256-16.2% | $5,011-45.5% | $2,471+10.5% |
| Participant deferral / active EE | $4,474 | $3,236+38.3% | $5,202-14.0% | $3,740+19.6% |
| Admin fee / account holder | $1,475 | $6,751-78.1% | $13,984-89.4% | $5,306-72.2% |