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 | $36,020 | $111,754-67.8% | $103,333-65.1% | $145,922-75.3% |
| Participation rate | 93.8% | 77.9%+15.8pp | 74.5%+19.2pp | 80.3%+13.5pp |
| Annual return | 20.69% | 24.77%-4.1pp | 24.88%-4.2pp | 561.29%-540.6pp |
| Employer contribution / active EE | $4,726 | $4,212+12.2% | $3,868+22.2% | $4,660+1.4% |
| Participant deferral / active EE | $3,629 | $5,619-35.4% | $5,057-28.2% | $6,688-45.7% |
| Admin fee / account holder | $4,138 | $9,750-57.6% | $8,355-50.5% | $13,397-69.1% |