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 | $28,728 | $47,479-39.5% | $62,929-54.3% | $82,448-65.2% |
| Participation rate | 86.5% | 66.9%+19.6pp | 73.1%+13.4pp | 68.1%+18.4pp |
| Annual return | 18.84% | 20.34%-1.5pp | 1063.93%-1045.1pp | 41.64%-22.8pp |
| Employer contribution / active EE | $1,464 | $1,885-22.3% | $2,505-41.5% | $2,551-42.6% |
| Participant deferral / active EE | $2,187 | $2,870-23.8% | $3,888-43.8% | $4,139-47.2% |
| Admin fee / account holder | $2,846 | $3,804-25.2% | $5,065-43.8% | $7,234-60.7% |