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 | $40,556 | $52,380-22.6% | $98,755-58.9% | $85,850-52.8% |
| Participation rate | 98.2% | 58.0%+40.3pp | 65.7%+32.5pp | 69.3%+28.9pp |
| Annual return | 12.06% | 25.82%-13.8pp | 49.91%-37.9pp | 318.53%-306.5pp |
| Employer contribution / active EE | $1,754 | $1,337+31.2% | $2,067-15.1% | $2,565-31.6% |
| Participant deferral / active EE | $1,211 | $2,101-42.4% | $3,035-60.1% | $3,952-69.4% |
| Admin fee / account holder | $645 | $3,865-83.3% | $4,076-84.2% | $6,260-89.7% |