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 | $58,533 | $84,233-30.5% | $170,442-65.7% | $70,131-16.5% |
| Participation rate | 95.0% | 70.8%+24.2pp | 83.6%+11.4pp | 69.5%+25.5pp |
| Annual return | 14.70% | 23.06%-8.4pp | 205.93%-191.2pp | 73.14%-58.4pp |
| Employer contribution / active EE | $2,377 | $3,387-29.8% | $5,433-56.2% | $2,342+1.5% |
| Participant deferral / active EE | $1,915 | $3,086-37.9% | $4,939-61.2% | $3,332-42.5% |
| Admin fee / account holder | $750 | $5,698-86.8% | $13,880-94.6% | $4,645-83.9% |