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 | $39,498 | $105,181-62.4% | $159,436-75.2% | $85,850-54.0% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.8%+9.2pp | 69.3%+22.7pp |
| Annual return | 15.08% | 45.07%-30.0pp | 263.57%-248.5pp | 318.53%-303.4pp |
| Employer contribution / active EE | $3,307 | $3,318-0.4% | $4,829-31.5% | $2,565+28.9% |
| Participant deferral / active EE | $4,831 | $5,945-18.7% | $7,352-34.3% | $3,952+22.2% |
| Admin fee / account holder | $2,242 | $6,933-67.7% | $10,799-79.2% | $6,260-64.2% |