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 | $14,883 | $48,277-69.2% | $67,511-78.0% | $80,874-81.6% |
| Participation rate | 89.2% | 66.4%+22.8pp | 72.9%+16.3pp | 67.6%+21.5pp |
| Annual return | 16.38% | 18.27%-1.9pp | 3517.41%-3501.0pp | 35.62%-19.2pp |
| Employer contribution / active EE | $1,404 | $2,021-30.5% | $2,733-48.6% | $2,756-49.0% |
| Participant deferral / active EE | $3,062 | $2,926+4.6% | $4,000-23.5% | $4,297-28.7% |
| Admin fee / account holder | $3,089 | $3,687-16.2% | $3,999-22.8% | $6,935-55.5% |