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 | $21,370 | $39,162-45.4% | $100,671-78.8% | $59,632-64.2% |
| Participation rate | 90.7% | 55.9%+34.9pp | 70.7%+20.0pp | 68.7%+22.1pp |
| Annual return | 1.28% | 21.07%-19.8pp | 20.43%-19.1pp | 2041.28%-2040.0pp |
| Employer contribution / active EE | $1,400 | $1,151+21.7% | $4,012-65.1% | $2,203-36.4% |
| Participant deferral / active EE | $1,928 | $1,992-3.2% | $3,144-38.7% | $3,192-39.6% |
| Admin fee / account holder | $3,557 | $2,969+19.8% | $4,850-26.7% | $4,297-17.2% |