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 | $37,148 | $98,750-62.4% | $149,696-75.2% | $79,858-53.5% |
| Participation rate | 95.7% | 75.8%+20.0pp | 82.5%+13.3pp | 69.6%+26.1pp |
| Annual return | 15.10% | 27.43%-12.3pp | 276.60%-261.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $827 | $3,216-74.3% | $4,644-82.2% | $2,471-66.5% |
| Participant deferral / active EE | $4,337 | $5,680-23.6% | $6,842-36.6% | $3,740+16.0% |
| Admin fee / account holder | $4,041 | $6,053-33.2% | $9,309-56.6% | $5,306-23.8% |