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 | $45,931 | $54,705-16.0% | $71,209-35.5% | $84,808-45.8% |
| Participation rate | 98.8% | 64.1%+34.7pp | 73.8%+25.0pp | 68.3%+30.5pp |
| Annual return | 14.91% | 35.90%-21.0pp | 282.51%-267.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,849 | $2,158-14.3% | $2,721-32.0% | $2,631-29.7% |
| Participant deferral / active EE | $2,752 | $3,030-9.2% | $4,175-34.1% | $4,212-34.7% |
| Admin fee / account holder | $8,455 | $4,863+73.8% | $5,349+58.1% | $7,344+15.1% |