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 | $47,707 | $117,841-59.5% | $102,423-53.4% | $145,922-67.3% |
| Participation rate | 95.8% | 78.6%+17.2pp | 76.5%+19.3pp | 80.3%+15.6pp |
| Annual return | 13.97% | 31.65%-17.7pp | 29.32%-15.4pp | 561.29%-547.3pp |
| Employer contribution / active EE | $2,111 | $3,615-41.6% | $3,023-30.2% | $4,660-54.7% |
| Participant deferral / active EE | $8,440 | $5,731+47.3% | $5,053+67.0% | $6,688+26.2% |
| Admin fee / account holder | $3,172 | $13,326-76.2% | $9,451-66.4% | $13,397-76.3% |