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 | $40,955 | $85,766-52.2% | $136,294-70.0% | $70,131-41.6% |
| Participation rate | 96.0% | 74.2%+21.8pp | 81.9%+14.1pp | 69.5%+26.5pp |
| Annual return | 18.19% | 31.45%-13.3pp | 5155.94%-5137.7pp | 73.14%-55.0pp |
| Employer contribution / active EE | $1,316 | $2,966-55.6% | $4,695-72.0% | $2,342-43.8% |
| Participant deferral / active EE | $2,900 | $5,051-42.6% | $6,247-53.6% | $3,332-13.0% |
| Admin fee / account holder | $5,054 | $5,420-6.8% | $9,243-45.3% | $4,645+8.8% |