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 | $42,675 | $77,164-44.7% | $178,014-76.0% | $80,874-47.2% |
| Participation rate | 83.1% | 65.7%+17.3pp | 77.1%+6.0pp | 67.6%+15.4pp |
| Annual return | 17.80% | 18.09%-0.3pp | 294.80%-277.0pp | 35.62%-17.8pp |
| Employer contribution / active EE | $1,962 | $2,288-14.2% | $3,950-50.3% | $2,756-28.8% |
| Participant deferral / active EE | $3,501 | $4,408-20.6% | $6,276-44.2% | $4,297-18.5% |
| Admin fee / account holder | $2,298 | $7,164-67.9% | $10,362-77.8% | $6,935-66.9% |