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 | $42,625 | $98,750-56.8% | $149,696-71.5% | $79,858-46.6% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.5%+9.8pp | 69.6%+22.7pp |
| Annual return | 14.64% | 27.43%-12.8pp | 276.60%-262.0pp | 31.71%-17.1pp |
| Employer contribution / active EE | $1,577 | $3,216-51.0% | $4,644-66.0% | $2,471-36.2% |
| Participant deferral / active EE | $6,543 | $5,680+15.2% | $6,842-4.4% | $3,740+74.9% |
| Admin fee / account holder | $10,422 | $6,053+72.2% | $9,309+12.0% | $5,306+96.4% |