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 | $38,878 | $63,861-39.1% | $104,607-62.8% | $79,858-51.3% |
| Participation rate | 84.8% | 64.9%+19.9pp | 74.1%+10.8pp | 69.6%+15.2pp |
| Annual return | 13.67% | 21.30%-7.6pp | 340.46%-326.8pp | 31.71%-18.0pp |
| Employer contribution / active EE | $1,415 | $1,588-10.9% | $2,681-47.2% | $2,471-42.7% |
| Participant deferral / active EE | $2,624 | $2,693-2.6% | $3,740-29.8% | $3,740-29.8% |
| Admin fee / account holder | $2,262 | $4,185-46.0% | $6,473-65.1% | $5,306-57.4% |