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 | $27,972 | $154,117-81.9% | $129,995-78.5% | $139,434-79.9% |
| Participation rate | 95.0% | 82.0%+13.0pp | 78.5%+16.5pp | 80.3%+14.7pp |
| Annual return | 14.21% | 32.48%-18.3pp | -137.18%+151.4pp | 372.94%-358.7pp |
| Employer contribution / active EE | $2,902 | $5,289-45.1% | $4,320-32.8% | $4,751-38.9% |
| Participant deferral / active EE | $4,828 | $6,710-28.0% | $5,820-17.0% | $6,710-28.0% |
| Admin fee / account holder | $17,933 | $14,007+28.0% | $10,614+68.9% | $11,403+57.3% |