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 | $47,408 | $106,749-55.6% | $145,433-67.4% | $82,448-42.5% |
| Participation rate | 94.3% | 75.6%+18.6pp | 82.1%+12.2pp | 68.1%+26.2pp |
| Annual return | 16.03% | 27.59%-11.6pp | 66.58%-50.5pp | 41.64%-25.6pp |
| Employer contribution / active EE | $2,200 | $3,444-36.1% | $4,554-51.7% | $2,551-13.8% |
| Participant deferral / active EE | $3,005 | $6,519-53.9% | $7,897-61.9% | $4,139-27.4% |
| Admin fee / account holder | $3,185 | $8,390-62.0% | $13,129-75.7% | $7,234-56.0% |