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 | $50,984 | $78,672-35.2% | $109,143-53.3% | $85,850-40.6% |
| Participation rate | 92.9% | 68.3%+24.6pp | 75.9%+17.0pp | 69.3%+23.5pp |
| Annual return | 15.31% | 25.09%-9.8pp | 25.75%-10.4pp | 318.53%-303.2pp |
| Employer contribution / active EE | $1,111 | $2,735-59.4% | $3,722-70.1% | $2,565-56.7% |
| Participant deferral / active EE | $2,960 | $3,467-14.6% | $4,653-36.4% | $3,952-25.1% |
| Admin fee / account holder | $9,142 | $5,469+67.1% | $6,752+35.4% | $6,260+46.0% |