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 | $32,141 | $95,416-66.3% | $185,823-82.7% | $85,850-62.6% |
| Participation rate | 98.0% | 68.8%+29.2pp | 81.7%+16.3pp | 69.3%+28.7pp |
| Annual return | 14.28% | 23.59%-9.3pp | 122.05%-107.8pp | 318.53%-304.3pp |
| Employer contribution / active EE | $2,850 | $3,314-14.0% | $5,167-44.8% | $2,565+11.1% |
| Participant deferral / active EE | $1,169 | $3,423-65.9% | $5,568-79.0% | $3,952-70.4% |
| Admin fee / account holder | $2,219 | $7,213-69.2% | $16,237-86.3% | $6,260-64.6% |