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 | $40,902 | $77,899-47.5% | $149,673-72.7% | $75,163-45.6% |
| Participation rate | 88.6% | 65.6%+23.0pp | 78.8%+9.8pp | 67.2%+21.4pp |
| Annual return | 20.28% | 31.72%-11.4pp | 134.42%-114.1pp | 160.62%-140.3pp |
| Employer contribution / active EE | $2,216 | $3,137-29.4% | $4,818-54.0% | $2,670-17.0% |
| Participant deferral / active EE | $4,728 | $3,411+38.6% | $5,680-16.8% | $4,125+14.6% |
| Admin fee / account holder | $1,831 | $5,956-69.3% | $13,210-86.1% | $5,651-67.6% |