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 | $28,310 | $52,279-45.8% | $89,391-68.3% | $79,858-64.5% |
| Participation rate | 90.0% | 57.5%+32.5pp | 68.0%+22.0pp | 69.6%+20.4pp |
| Annual return | 14.63% | 22.16%-7.5pp | 245.62%-231.0pp | 31.71%-17.1pp |
| Employer contribution / active EE | $1,755 | $1,572+11.7% | $2,586-32.1% | $2,471-29.0% |
| Participant deferral / active EE | $2,713 | $2,740-1.0% | $3,890-30.3% | $3,740-27.5% |
| Admin fee / account holder | $3,503 | $3,356+4.4% | $4,881-28.2% | $5,306-34.0% |