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 | $47,526 | $60,022-20.8% | $88,946-46.6% | $84,808-44.0% |
| Participation rate | 94.1% | 57.8%+36.3pp | 68.8%+25.3pp | 68.3%+25.8pp |
| Annual return | 17.20% | 22.43%-5.2pp | 57.82%-40.6pp | 40.90%-23.7pp |
| Employer contribution / active EE | $1,379 | $1,703-19.0% | $2,555-46.0% | $2,631-47.6% |
| Participant deferral / active EE | $3,683 | $3,114+18.3% | $4,581-19.6% | $4,212-12.5% |
| Admin fee / account holder | $1,181 | $4,811-75.4% | $8,261-85.7% | $7,344-83.9% |