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 | $35,041 | $70,428-50.2% | $96,562-63.7% | $85,850-59.2% |
| Participation rate | 85.7% | 61.8%+23.9pp | 69.8%+15.9pp | 69.3%+16.4pp |
| Annual return | 14.24% | 18.59%-4.4pp | 37.78%-23.5pp | 318.53%-304.3pp |
| Employer contribution / active EE | $2,095 | $1,413+48.3% | $2,356-11.1% | $2,565-18.3% |
| Participant deferral / active EE | $5,150 | $2,894+78.0% | $3,849+33.8% | $3,952+30.3% |
| Admin fee / account holder | $2,765 | $4,997-44.7% | $6,181-55.3% | $6,260-55.8% |