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 | $55,949 | $66,124-15.4% | $90,404-38.1% | $73,488-23.9% |
| Participation rate | 98.0% | 69.7%+28.3pp | 72.7%+25.3pp | 70.7%+27.3pp |
| Annual return | 19.24% | 17.65%+1.6pp | 1293.02%-1273.8pp | 28.51%-9.3pp |
| Employer contribution / active EE | $1,057 | $2,346-55.0% | $3,262-67.6% | $2,270-53.4% |
| Participant deferral / active EE | $2,481 | $3,039-18.4% | $3,963-37.4% | $3,740-33.7% |
| Admin fee / account holder | $852 | $396+115.0% | $5,611-84.8% | $513+66.0% |