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 | $66,165 | $103,376-36.0% | $87,100-24.0% | $152,861-56.7% |
| Participation rate | 94.7% | 79.3%+15.4pp | 76.9%+17.9pp | 82.4%+12.3pp |
| Annual return | 20.36% | 28.10%-7.7pp | 28.19%-7.8pp | 345.32%-325.0pp |
| Employer contribution / active EE | $2,093 | $3,220-35.0% | $2,521-17.0% | $4,762-56.1% |
| Participant deferral / active EE | $4,025 | $4,778-15.8% | $4,049-0.6% | $5,850-31.2% |
| Admin fee / account holder | $2,263 | $12,205-81.5% | $7,497-69.8% | $11,596-80.5% |