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 | $46,137 | $99,652-53.7% | $78,778-41.4% | $147,584-68.7% |
| Participation rate | 95.7% | 76.2%+19.4pp | 69.2%+26.5pp | 82.8%+12.8pp |
| Annual return | 16.73% | 47.28%-30.6pp | 35.62%-18.9pp | 578.55%-561.8pp |
| Employer contribution / active EE | $735 | $2,796-73.7% | $1,986-63.0% | $4,876-84.9% |
| Participant deferral / active EE | $2,994 | $3,664-18.3% | $2,958+1.2% | $5,439-44.9% |
| Admin fee / account holder | $699 | $7,155-90.2% | $5,134-86.4% | $10,885-93.6% |