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 | $37,700 | $74,888-49.7% | $71,209-47.1% | $142,382-73.5% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.1%+11.5pp |
| Annual return | 15.76% | 345.14%-329.4pp | 282.51%-266.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,794 | $2,854-37.1% | $2,721-34.1% | $4,299-58.3% |
| Participant deferral / active EE | $4,858 | $4,454+9.1% | $4,175+16.4% | $6,507-25.3% |
| Admin fee / account holder | $3,847 | $5,568-30.9% | $5,349-28.1% | $12,624-69.5% |