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 | $30,138 | $57,590-47.7% | $86,233-65.0% | $82,448-63.4% |
| Participation rate | 96.0% | 57.9%+38.1pp | 69.0%+27.0pp | 68.1%+27.9pp |
| Annual return | 15.22% | 22.41%-7.2pp | 61.39%-46.2pp | 41.64%-26.4pp |
| Employer contribution / active EE | $1,927 | $1,655+16.4% | $2,504-23.1% | $2,551-24.5% |
| Participant deferral / active EE | $4,486 | $3,080+45.7% | $4,559-1.6% | $4,139+8.4% |
| Admin fee / account holder | $2,575 | $4,730-45.6% | $8,342-69.1% | $7,234-64.4% |