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 | $46,343 | $89,753-48.4% | $107,525-56.9% | $84,808-45.4% |
| Participation rate | 90.2% | 68.1%+22.1pp | 75.1%+15.1pp | 68.3%+21.9pp |
| Annual return | 13.74% | 29.48%-15.7pp | 181.32%-167.6pp | 40.90%-27.2pp |
| Employer contribution / active EE | $2,501 | $3,113-19.7% | $3,754-33.4% | $2,631-4.9% |
| Participant deferral / active EE | $4,419 | $4,056+9.0% | $5,116-13.6% | $4,212+4.9% |
| Admin fee / account holder | $4,178 | $7,222-42.1% | $8,919-53.1% | $7,344-43.1% |