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 | $37,510 | $46,553-19.4% | $64,056-41.4% | $75,163-50.1% |
| Participation rate | 89.7% | 65.9%+23.7pp | 72.3%+17.4pp | 67.2%+22.5pp |
| Annual return | 20.40% | 26.03%-5.6pp | 33.69%-13.3pp | 160.62%-140.2pp |
| Employer contribution / active EE | $1,110 | $1,974-43.8% | $2,747-59.6% | $2,670-58.4% |
| Participant deferral / active EE | $6,516 | $2,837+129.7% | $3,880+67.9% | $4,125+58.0% |
| Admin fee / account holder | $5,089 | $2,952+72.4% | $3,068+65.9% | $5,651-9.9% |