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 | $29,027 | $107,015-72.9% | $73,545-60.5% | $147,584-80.3% |
| Participation rate | 70.0% | 66.4%+3.6pp | 54.9%+15.1pp | 82.8%-12.8pp |
| Annual return | 19.44% | 38.25%-18.8pp | -15.16%+34.6pp | 578.55%-559.1pp |
| Employer contribution / active EE | $946 | $1,760-46.2% | $1,219-22.4% | $4,876-80.6% |
| Participant deferral / active EE | $1,751 | $2,462-28.9% | $1,806-3.0% | $5,439-67.8% |
| Admin fee / account holder | $1,147 | $3,055-62.5% | $2,320-50.6% | $10,885-89.5% |