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 | $30,675 | $112,881-72.8% | $90,951-66.3% | $158,922-80.7% |
| Participation rate | 84.6% | 74.7%+9.9pp | 69.0%+15.6pp | 82.0%+2.7pp |
| Annual return | 17.14% | 215.79%-198.7pp | 134.60%-117.5pp | 302.83%-285.7pp |
| Employer contribution / active EE | $701 | $2,893-75.8% | $2,122-66.9% | $4,761-85.3% |
| Participant deferral / active EE | $4,067 | $4,128-1.5% | $3,373+20.6% | $5,982-32.0% |
| Admin fee / account holder | $5,524 | $8,041-31.3% | $5,959-7.3% | $11,246-50.9% |