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 | $42,739 | $48,795-12.4% | $65,493-34.7% | $84,808-49.6% |
| Participation rate | 97.8% | 67.0%+30.9pp | 73.1%+24.8pp | 68.3%+29.5pp |
| Annual return | 19.06% | 20.20%-1.1pp | 982.45%-963.4pp | 40.90%-21.8pp |
| Employer contribution / active EE | $2,967 | $1,930+53.8% | $2,574+15.3% | $2,631+12.8% |
| Participant deferral / active EE | $4,363 | $2,928+49.0% | $3,961+10.1% | $4,212+3.6% |
| Admin fee / account holder | $3,311 | $3,877-14.6% | $5,028-34.2% | $7,344-54.9% |