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 | $50,428 | $48,046+5.0% | $84,611-40.4% | $72,985-30.9% |
| Participation rate | 92.6% | 57.6%+35.0pp | 68.2%+24.4pp | 69.5%+23.1pp |
| Annual return | 20.57% | 37.38%-16.8pp | 258.74%-238.2pp | 81.00%-60.4pp |
| Employer contribution / active EE | $922 | $1,602-42.4% | $2,652-65.2% | $2,440-62.2% |
| Participant deferral / active EE | $3,405 | $2,680+27.0% | $3,899-12.7% | $3,607-5.6% |
| Admin fee / account holder | $3,865 | $3,395+13.9% | $4,912-21.3% | $5,124-24.6% |