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 | $37,492 | $85,022-55.9% | $70,515-46.8% | $139,434-73.1% |
| Participation rate | 93.8% | 73.9%+19.8pp | 68.3%+25.4pp | 80.3%+13.4pp |
| Annual return | 17.42% | 30.38%-13.0pp | 32.77%-15.4pp | 372.94%-355.5pp |
| Employer contribution / active EE | $2,300 | $3,909-41.2% | $2,973-22.6% | $4,751-51.6% |
| Participant deferral / active EE | $4,731 | $5,890-19.7% | $4,567+3.6% | $6,710-29.5% |
| Admin fee / account holder | $515 | $8,906-94.2% | $6,412-92.0% | $11,403-95.5% |