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 | $36,772 | $65,365-43.7% | $92,893-60.4% | $72,985-49.6% |
| Participation rate | 98.1% | 68.3%+29.8pp | 76.0%+22.1pp | 69.5%+28.6pp |
| Annual return | 18.40% | 42.10%-23.7pp | 109.41%-91.0pp | 81.00%-62.6pp |
| Employer contribution / active EE | $2,363 | $2,594-8.9% | $3,653-35.3% | $2,440-3.1% |
| Participant deferral / active EE | $3,649 | $3,128+16.7% | $4,236-13.9% | $3,607+1.2% |
| Admin fee / account holder | $3,132 | $4,251-26.3% | $5,794-45.9% | $5,124-38.9% |