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 | $30,546 | $37,426-18.4% | $77,482-60.6% | $79,858-61.8% |
| Participation rate | 82.1% | 41.5%+40.5pp | 54.2%+27.9pp | 69.6%+12.4pp |
| Annual return | 16.05% | 39.70%-23.6pp | 54.79%-38.7pp | 31.71%-15.7pp |
| Employer contribution / active EE | $1,413 | $637+121.9% | $986+43.2% | $2,471-42.8% |
| Participant deferral / active EE | $3,342 | $1,260+165.3% | $1,861+79.6% | $3,740-10.6% |
| Admin fee / account holder | $1,535 | $2,504-38.7% | $2,858-46.3% | $5,306-71.1% |