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 | $28,179 | $65,409-56.9% | $98,442-71.4% | $85,850-67.2% |
| Participation rate | 98.2% | 65.0%+33.2pp | 73.3%+24.8pp | 69.3%+28.9pp |
| Annual return | 15.84% | 21.76%-5.9pp | 1492.73%-1476.9pp | 318.53%-302.7pp |
| Employer contribution / active EE | $2,257 | $2,168+4.1% | $2,960-23.8% | $2,565-12.0% |
| Participant deferral / active EE | $3,322 | $3,166+4.9% | $4,276-22.3% | $3,952-15.9% |
| Admin fee / account holder | $3,375 | $4,593-26.5% | $5,949-43.3% | $6,260-46.1% |