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 | $42,895 | $48,230-11.1% | $67,502-36.5% | $80,856-46.9% |
| Participation rate | 98.7% | 66.4%+32.4pp | 72.9%+25.9pp | 67.6%+31.1pp |
| Annual return | 14.53% | 18.28%-3.7pp | 3512.12%-3497.6pp | 35.59%-21.1pp |
| Employer contribution / active EE | $1,394 | $2,020-31.0% | $2,731-49.0% | $2,755-49.4% |
| Participant deferral / active EE | $4,212 | $2,924+44.1% | $4,000+5.3% | $4,296-2.0% |
| Admin fee / account holder | $445 | $3,681-87.9% | $3,998-88.9% | $6,918-93.6% |