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 | $25,715 | $89,753-71.3% | $107,525-76.1% | $84,808-69.7% |
| Participation rate | 97.7% | 68.1%+29.7pp | 75.1%+22.7pp | 68.3%+29.4pp |
| Annual return | 13.15% | 29.48%-16.3pp | 181.32%-168.2pp | 40.90%-27.7pp |
| Employer contribution / active EE | $2,833 | $3,113-9.0% | $3,754-24.5% | $2,631+7.7% |
| Participant deferral / active EE | $5,097 | $4,056+25.7% | $5,116-0.4% | $4,212+21.0% |
| Admin fee / account holder | $823 | $7,222-88.6% | $8,919-90.8% | $7,344-88.8% |