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 | $28,699 | $99,652-71.2% | $78,778-63.6% | $147,584-80.6% |
| Participation rate | 81.8% | 76.2%+5.6pp | 69.2%+12.6pp | 82.8%-1.0pp |
| Annual return | 18.40% | 47.28%-28.9pp | 35.62%-17.2pp | 578.55%-560.2pp |
| Employer contribution / active EE | $1,576 | $2,796-43.6% | $1,986-20.6% | $4,876-67.7% |
| Participant deferral / active EE | $3,051 | $3,664-16.7% | $2,958+3.1% | $5,439-43.9% |
| Admin fee / account holder | $3,650 | $7,155-49.0% | $5,134-28.9% | $10,885-66.5% |