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 | $45,725 | $53,822-15.0% | $75,696-39.6% | $85,850-46.7% |
| Participation rate | 97.0% | 69.1%+27.9pp | 74.8%+22.1pp | 69.3%+27.7pp |
| Annual return | 14.15% | 24.54%-10.4pp | 104.53%-90.4pp | 318.53%-304.4pp |
| Employer contribution / active EE | $1,328 | $2,017-34.1% | $2,743-51.6% | $2,565-48.2% |
| Participant deferral / active EE | $3,952 | $2,895+36.5% | $3,821+3.4% | $3,9520% |
| Admin fee / account holder | $1,519 | $3,343-54.6% | $3,619-58.0% | $6,260-75.7% |