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 | $41,939 | $112,881-62.8% | $90,951-53.9% | $158,922-73.6% |
| Participation rate | 87.0% | 74.7%+12.2pp | 69.0%+17.9pp | 82.0%+5.0pp |
| Annual return | 16.54% | 215.79%-199.3pp | 134.60%-118.1pp | 302.83%-286.3pp |
| Employer contribution / active EE | $1,125 | $2,893-61.1% | $2,122-47.0% | $4,761-76.4% |
| Participant deferral / active EE | $2,968 | $4,128-28.1% | $3,373-12.0% | $5,982-50.4% |
| Admin fee / account holder | $1,778 | $8,041-77.9% | $5,959-70.2% | $11,246-84.2% |