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 | $42,011 | $48,046-12.6% | $84,611-50.3% | $72,985-42.4% |
| Participation rate | 83.0% | 57.6%+25.4pp | 68.2%+14.8pp | 69.5%+13.5pp |
| Annual return | 25.07% | 37.38%-12.3pp | 258.74%-233.7pp | 81.00%-55.9pp |
| Employer contribution / active EE | $744 | $1,602-53.6% | $2,652-72.0% | $2,440-69.5% |
| Participant deferral / active EE | $2,686 | $2,680+0.2% | $3,899-31.1% | $3,607-25.5% |
| Admin fee / account holder | $839 | $3,395-75.3% | $4,912-82.9% | $5,124-83.6% |