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 | $28,620 | $95,416-70.0% | $185,823-84.6% | $85,850-66.7% |
| Participation rate | 97.3% | 68.8%+28.5pp | 81.7%+15.6pp | 69.3%+28.0pp |
| Annual return | 12.75% | 23.59%-10.8pp | 122.05%-109.3pp | 318.53%-305.8pp |
| Employer contribution / active EE | $2,221 | $3,314-33.0% | $5,167-57.0% | $2,565-13.4% |
| Participant deferral / active EE | $2,697 | $3,423-21.2% | $5,568-51.6% | $3,952-31.7% |
| Admin fee / account holder | $3,988 | $7,213-44.7% | $16,237-75.4% | $6,260-36.3% |