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 | $43,974 | $63,861-31.1% | $104,607-58.0% | $79,858-44.9% |
| Participation rate | 87.7% | 64.9%+22.7pp | 74.1%+13.6pp | 69.6%+18.0pp |
| Annual return | 12.18% | 21.30%-9.1pp | 340.46%-328.3pp | 31.71%-19.5pp |
| Employer contribution / active EE | $1,273 | $1,588-19.8% | $2,681-52.5% | $2,471-48.5% |
| Participant deferral / active EE | $3,244 | $2,693+20.5% | $3,740-13.2% | $3,740-13.3% |
| Admin fee / account holder | $6,169 | $4,185+47.4% | $6,473-4.7% | $5,306+16.3% |