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 | $38,194 | $51,638-26.0% | $68,368-44.1% | $82,448-53.7% |
| Participation rate | 97.7% | 63.6%+34.1pp | 73.8%+24.0pp | 68.1%+29.7pp |
| Annual return | 17.19% | 37.53%-20.3pp | 292.57%-275.4pp | 41.64%-24.4pp |
| Employer contribution / active EE | $3,314 | $2,047+61.9% | $2,649+25.1% | $2,551+29.9% |
| Participant deferral / active EE | $3,888 | $2,914+33.4% | $4,123-5.7% | $4,139-6.1% |
| Admin fee / account holder | $3,064 | $4,643-34.0% | $5,150-40.5% | $7,234-57.7% |