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 | $36,235 | $91,190-60.3% | $178,490-79.7% | $79,858-54.6% |
| Participation rate | 88.0% | 69.2%+18.8pp | 81.9%+6.1pp | 69.6%+18.4pp |
| Annual return | 14.93% | 24.19%-9.3pp | 151.07%-136.1pp | 31.71%-16.8pp |
| Employer contribution / active EE | $3,896 | $3,256+19.6% | $5,011-22.3% | $2,471+57.7% |
| Participant deferral / active EE | $2,177 | $3,236-32.7% | $5,202-58.2% | $3,740-41.8% |
| Admin fee / account holder | $3,959 | $6,751-41.4% | $13,984-71.7% | $5,306-25.4% |