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 | $67,949 | $98,750-31.2% | $149,696-54.6% | $79,858-14.9% |
| Participation rate | 85.3% | 75.8%+9.5pp | 82.5%+2.8pp | 69.6%+15.7pp |
| Annual return | 17.24% | 27.43%-10.2pp | 276.60%-259.4pp | 31.71%-14.5pp |
| Employer contribution / active EE | $2,588 | $3,216-19.5% | $4,644-44.3% | $2,471+4.7% |
| Participant deferral / active EE | $4,282 | $5,680-24.6% | $6,842-37.4% | $3,740+14.5% |
| Admin fee / account holder | $12,623 | $6,053+108.6% | $9,309+35.6% | $5,306+137.9% |