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 | $63,929 | $65,041-1.7% | $90,951-29.7% | $79,858-19.9% |
| Participation rate | 92.9% | 61.6%+31.3pp | 69.0%+23.8pp | 69.6%+23.2pp |
| Annual return | 12.49% | 30.45%-18.0pp | 134.60%-122.1pp | 31.71%-19.2pp |
| Employer contribution / active EE | $1,668 | $1,247+33.8% | $2,122-21.4% | $2,471-32.5% |
| Participant deferral / active EE | $4,459 | $2,512+77.5% | $3,373+32.2% | $3,740+19.2% |
| Admin fee / account holder | $3,798 | $4,536-16.3% | $5,959-36.3% | $5,306-28.4% |