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 | $47,961 | $52,580-8.8% | $71,671-33.1% | $70,131-31.6% |
| Participation rate | 96.0% | 60.9%+35.1pp | 68.7%+27.3pp | 69.5%+26.5pp |
| Annual return | 19.91% | 20.25%-0.3pp | 20.65%-0.7pp | 73.14%-53.2pp |
| Employer contribution / active EE | $5,578 | $1,616+245.2% | $2,460+126.8% | $2,342+138.1% |
| Participant deferral / active EE | $3,912 | $2,386+63.9% | $3,438+13.8% | $3,332+17.4% |
| Admin fee / account holder | $1,502 | $3,653-58.9% | $5,558-73.0% | $4,645-67.7% |