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 | $51,435 | $99,985-48.6% | $146,665-64.9% | $85,850-40.1% |
| Participation rate | 93.9% | 73.1%+20.9pp | 80.1%+13.9pp | 69.3%+24.6pp |
| Annual return | 16.25% | 18.93%-2.7pp | 22.74%-6.5pp | 318.53%-302.3pp |
| Employer contribution / active EE | $1,971 | $2,559-22.9% | $4,136-52.3% | $2,565-23.1% |
| Participant deferral / active EE | $5,613 | $4,006+40.1% | $5,506+1.9% | $3,952+42.0% |
| Admin fee / account holder | $2,907 | $7,702-62.3% | $10,280-71.7% | $6,260-53.6% |