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 | $43,123 | $98,750-56.3% | $149,696-71.2% | $79,858-46.0% |
| Participation rate | 96.3% | 75.8%+20.6pp | 82.5%+13.9pp | 69.6%+26.7pp |
| Annual return | 17.02% | 27.43%-10.4pp | 276.60%-259.6pp | 31.71%-14.7pp |
| Employer contribution / active EE | $1,924 | $3,216-40.2% | $4,644-58.6% | $2,471-22.1% |
| Participant deferral / active EE | $3,421 | $5,680-39.8% | $6,842-50.0% | $3,740-8.5% |
| Admin fee / account holder | $815 | $6,053-86.5% | $9,309-91.2% | $5,306-84.6% |