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 | $43,105 | $50,082-13.9% | $93,406-53.9% | $79,858-46.0% |
| Participation rate | 89.2% | 60.9%+28.2pp | 66.8%+22.3pp | 69.6%+19.5pp |
| Annual return | 13.48% | 24.59%-11.1pp | 78.05%-64.6pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,034 | $1,303-20.6% | $2,075-50.2% | $2,471-58.1% |
| Participant deferral / active EE | $3,219 | $2,212+45.5% | $3,126+3.0% | $3,740-13.9% |
| Admin fee / account holder | $1,369 | $3,454-60.4% | $5,230-73.8% | $5,306-74.2% |