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 | $28,178 | $95,416-70.5% | $185,823-84.8% | $85,850-67.2% |
| Participation rate | 97.2% | 68.8%+28.5pp | 81.7%+15.5pp | 69.3%+27.9pp |
| Annual return | 27.73% | 23.59%+4.1pp | 122.05%-94.3pp | 318.53%-290.8pp |
| Employer contribution / active EE | $1,372 | $3,314-58.6% | $5,167-73.5% | $2,565-46.5% |
| Participant deferral / active EE | $3,452 | $3,423+0.8% | $5,568-38.0% | $3,952-12.6% |
| Admin fee / account holder | $7,425 | $7,213+2.9% | $16,237-54.3% | $6,260+18.6% |