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 | $55,947 | $70,428-20.6% | $96,562-42.1% | $85,850-34.8% |
| Participation rate | 95.5% | 61.8%+33.6pp | 69.8%+25.6pp | 69.3%+26.1pp |
| Annual return | 17.41% | 18.59%-1.2pp | 37.78%-20.4pp | 318.53%-301.1pp |
| Employer contribution / active EE | $962 | $1,413-31.9% | $2,356-59.2% | $2,565-62.5% |
| Participant deferral / active EE | $3,444 | $2,894+19.0% | $3,849-10.5% | $3,952-12.8% |
| Admin fee / account holder | $1,848 | $4,997-63.0% | $6,181-70.1% | $6,260-70.5% |