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 | $36,240 | $65,395-44.6% | $182,532-80.1% | $72,985-50.3% |
| Participation rate | 93.8% | 65.4%+28.3pp | 78.0%+15.8pp | 69.5%+24.3pp |
| Annual return | 21.77% | 27.68%-5.9pp | 148.54%-126.8pp | 81.00%-59.2pp |
| Employer contribution / active EE | $1,563 | $1,911-18.2% | $4,076-61.7% | $2,440-36.0% |
| Participant deferral / active EE | $4,723 | $3,563+32.6% | $5,524-14.5% | $3,607+30.9% |
| Admin fee / account holder | $2,042 | $4,245-51.9% | $8,592-76.2% | $5,124-60.2% |