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 | $37,614 | $99,652-62.3% | $78,778-52.3% | $147,584-74.5% |
| Participation rate | 95.2% | 76.2%+19.0pp | 69.2%+26.0pp | 82.8%+12.4pp |
| Annual return | 19.16% | 47.28%-28.1pp | 35.62%-16.5pp | 578.55%-559.4pp |
| Employer contribution / active EE | $979 | $2,796-65.0% | $1,986-50.7% | $4,876-79.9% |
| Participant deferral / active EE | $3,103 | $3,664-15.3% | $2,958+4.9% | $5,439-42.9% |
| Admin fee / account holder | $965 | $7,155-86.5% | $5,134-81.2% | $10,885-91.1% |