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 | $27,873 | $51,175-45.5% | $70,515-60.5% | $75,163-62.9% |
| Participation rate | 96.3% | 60.9%+35.4pp | 68.3%+27.9pp | 67.2%+29.1pp |
| Annual return | 23.99% | 30.02%-6.0pp | 32.77%-8.8pp | 160.62%-136.6pp |
| Employer contribution / active EE | $1,760 | $1,826-3.6% | $2,973-40.8% | $2,670-34.1% |
| Participant deferral / active EE | $7,030 | $2,849+146.7% | $4,567+53.9% | $4,125+70.4% |
| Admin fee / account holder | $1,426 | $4,091-65.1% | $6,412-77.8% | $5,651-74.8% |