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 | $38,808 | $69,207-43.9% | $64,056-39.4% | $139,434-72.2% |
| Participation rate | 90.0% | 75.6%+14.4pp | 72.3%+17.7pp | 80.3%+9.7pp |
| Annual return | 15.50% | 45.88%-30.4pp | 33.69%-18.2pp | 372.94%-357.4pp |
| Employer contribution / active EE | $1,624 | $3,182-49.0% | $2,747-40.9% | $4,751-65.8% |
| Participant deferral / active EE | $3,048 | $4,682-34.9% | $3,880-21.4% | $6,710-54.6% |
| Admin fee / account holder | $7,697 | $4,244+81.3% | $3,068+150.9% | $11,403-32.5% |