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 | $40,560 | $98,750-58.9% | $149,696-72.9% | $79,858-49.2% |
| Participation rate | 87.1% | 75.8%+11.3pp | 82.5%+4.6pp | 69.6%+17.5pp |
| Annual return | 20.85% | 27.43%-6.6pp | 276.60%-255.8pp | 31.71%-10.9pp |
| Employer contribution / active EE | $1,840 | $3,216-42.8% | $4,644-60.4% | $2,471-25.5% |
| Participant deferral / active EE | $3,332 | $5,680-41.3% | $6,842-51.3% | $3,740-10.9% |
| Admin fee / account holder | $1,914 | $6,053-68.4% | $9,309-79.4% | $5,306-63.9% |