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 7-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 | $19,088 | $81,248-76.5% | $155,509-87.7% | $80,856-76.4% |
| Participation rate | 92.1% | 66.2%+25.9pp | 78.2%+13.9pp | 67.6%+24.5pp |
| Annual return | 47.73% | 33.31%+14.4pp | 64.67%-16.9pp | 35.59%+12.1pp |
| Employer contribution / active EE | $1,471 | $3,100-52.5% | $4,672-68.5% | $2,755-46.6% |
| Participant deferral / active EE | $1,305 | $3,452-62.2% | $5,626-76.8% | $4,296-69.6% |
| Admin fee / account holder | $3,008 | $7,997-62.4% | $15,912-81.1% | $6,918-56.5% |