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 | $19,346 | $102,616-81.1% | $81,983-76.4% | $158,922-87.8% |
| Participation rate | 88.9% | 75.5%+13.4pp | 69.2%+19.6pp | 82.0%+6.9pp |
| Annual return | 14.54% | 61.04%-46.5pp | 41.31%-26.8pp | 302.83%-288.3pp |
| Employer contribution / active EE | $1,038 | $3,240-68.0% | $2,498-58.4% | $4,761-78.2% |
| Participant deferral / active EE | $4,958 | $4,648+6.7% | $3,722+33.2% | $5,982-17.1% |
| Admin fee / account holder | $1,651 | $8,235-80.0% | $5,664-70.9% | $11,246-85.3% |