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 | $38,730 | $80,724-52.0% | $103,333-62.5% | $74,495-48.0% |
| Participation rate | 87.0% | 65.7%+21.3pp | 74.5%+12.5pp | 67.2%+19.8pp |
| Annual return | 15.32% | 27.56%-12.2pp | 24.88%-9.6pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $2,080 | $3,157-34.1% | $3,868-46.2% | $2,623-20.7% |
| Participant deferral / active EE | $4,223 | $3,860+9.4% | $5,057-16.5% | $4,346-2.8% |
| Admin fee / account holder | $657 | $2,368-72.3% | $8,355-92.1% | $1,942-66.2% |