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 | $44,305 | $54,705-19.0% | $71,209-37.8% | $84,808-47.8% |
| Participation rate | 97.8% | 64.1%+33.7pp | 73.8%+24.0pp | 68.3%+29.5pp |
| Annual return | 18.76% | 35.90%-17.1pp | 282.51%-263.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $1,613 | $2,158-25.2% | $2,721-40.7% | $2,631-38.7% |
| Participant deferral / active EE | $3,751 | $3,030+23.8% | $4,175-10.2% | $4,212-10.9% |
| Admin fee / account holder | $4,420 | $4,863-9.1% | $5,349-17.4% | $7,344-39.8% |