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 | $19,135 | $65,365-70.7% | $92,893-79.4% | $72,985-73.8% |
| Participation rate | 96.9% | 68.3%+28.6pp | 76.0%+20.9pp | 69.5%+27.4pp |
| Annual return | 31.49% | 42.10%-10.6pp | 109.41%-77.9pp | 81.00%-49.5pp |
| Employer contribution / active EE | $2,487 | $2,594-4.1% | $3,653-31.9% | $2,440+1.9% |
| Participant deferral / active EE | $4,152 | $3,128+32.7% | $4,236-2.0% | $3,607+15.1% |
| Admin fee / account holder | $1,377 | $4,251-67.6% | $5,794-76.2% | $5,124-73.1% |