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 | $55,002 | $65,041-15.4% | $90,951-39.5% | $79,858-31.1% |
| Participation rate | 97.1% | 61.6%+35.5pp | 69.0%+28.0pp | 69.6%+27.4pp |
| Annual return | 21.03% | 30.45%-9.4pp | 134.60%-113.6pp | 31.71%-10.7pp |
| Employer contribution / active EE | $884 | $1,247-29.1% | $2,122-58.3% | $2,471-64.2% |
| Participant deferral / active EE | $1,498 | $2,512-40.3% | $3,373-55.6% | $3,740-59.9% |
| Admin fee / account holder | $322 | $4,536-92.9% | $5,959-94.6% | $5,306-93.9% |