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 | $35,198 | $65,409-46.2% | $98,442-64.2% | $85,850-59.0% |
| Participation rate | 96.0% | 65.0%+31.0pp | 73.3%+22.7pp | 69.3%+26.7pp |
| Annual return | 13.20% | 21.76%-8.6pp | 1492.73%-1479.5pp | 318.53%-305.3pp |
| Employer contribution / active EE | $1,076 | $2,168-50.4% | $2,960-63.6% | $2,565-58.1% |
| Participant deferral / active EE | $6,217 | $3,166+96.3% | $4,276+45.4% | $3,952+57.3% |
| Admin fee / account holder | $2,962 | $4,593-35.5% | $5,949-50.2% | $6,260-52.7% |