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 | $27,649 | $80,717-65.7% | $154,803-82.1% | $84,808-67.4% |
| Participation rate | 98.3% | 66.8%+31.5pp | 78.1%+20.3pp | 68.3%+30.0pp |
| Annual return | 15.49% | 37.96%-22.5pp | 58.88%-43.4pp | 40.90%-25.4pp |
| Employer contribution / active EE | $4,651 | $2,761+68.4% | $4,305+8.0% | $2,631+76.8% |
| Participant deferral / active EE | $3,146 | $3,303-4.8% | $5,540-43.2% | $4,212-25.3% |
| Admin fee / account holder | $22,446 | $6,746+232.8% | $14,329+56.6% | $7,344+205.6% |