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 | $25,132 | $49,915-49.7% | $154,803-83.8% | $74,304-66.2% |
| Participation rate | 85.9% | 54.0%+32.0pp | 78.1%+7.8pp | 60.3%+25.6pp |
| Annual return | 23.89% | 34.06%-10.2pp | 58.88%-35.0pp | 29.43%-5.5pp |
| Employer contribution / active EE | $1,401 | $1,611-13.1% | $4,305-67.5% | $2,241-37.5% |
| Participant deferral / active EE | $3,040 | $2,255+34.8% | $5,540-45.1% | $3,767-19.3% |
| Admin fee / account holder | $1,125 | $2,189-48.6% | $14,329-92.2% | $2,969-62.1% |