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 | $40,785 | $89,355-54.4% | $141,162-71.1% | $72,985-44.1% |
| Participation rate | 95.0% | 75.1%+19.9pp | 82.5%+12.5pp | 69.5%+25.5pp |
| Annual return | 26.58% | 111.85%-85.3pp | 71.39%-44.8pp | 81.00%-54.4pp |
| Employer contribution / active EE | $1,578 | $3,114-49.3% | $4,735-66.7% | $2,440-35.3% |
| Participant deferral / active EE | $7,181 | $5,418+32.5% | $6,709+7.0% | $3,607+99.1% |
| Admin fee / account holder | $1,525 | $5,958-74.4% | $10,261-85.1% | $5,124-70.2% |