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 | $45,908 | $91,552-49.9% | $133,956-65.7% | $79,858-42.5% |
| Participation rate | 95.7% | 73.3%+22.4pp | 79.8%+15.9pp | 69.6%+26.1pp |
| Annual return | 12.25% | 61.85%-49.6pp | 45.09%-32.8pp | 31.71%-19.5pp |
| Employer contribution / active EE | $1,664 | $2,384-30.2% | $3,919-57.5% | $2,471-32.7% |
| Participant deferral / active EE | $2,967 | $3,733-20.5% | $5,048-41.2% | $3,740-20.7% |
| Admin fee / account holder | $7,058 | $6,321+11.7% | $8,927-20.9% | $5,306+33.0% |