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 | $33,235 | $117,841-71.8% | $102,423-67.6% | $145,922-77.2% |
| Participation rate | 95.8% | 78.6%+17.2pp | 76.5%+19.3pp | 80.3%+15.6pp |
| Annual return | 18.78% | 31.65%-12.9pp | 29.32%-10.5pp | 561.29%-542.5pp |
| Employer contribution / active EE | $2,309 | $3,615-36.1% | $3,023-23.6% | $4,660-50.5% |
| Participant deferral / active EE | $2,851 | $5,731-50.3% | $5,053-43.6% | $6,688-57.4% |
| Admin fee / account holder | $7,302 | $13,326-45.2% | $9,451-22.7% | $13,397-45.5% |