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 | $35,549 | $118,450-70.0% | $98,439-63.9% | $139,434-74.5% |
| Participation rate | 95.8% | 77.4%+18.4pp | 75.2%+20.7pp | 80.3%+15.5pp |
| Annual return | 16.38% | 18.94%-2.6pp | 21.16%-4.8pp | 372.94%-356.6pp |
| Employer contribution / active EE | $1,369 | $3,609-62.1% | $3,048-55.1% | $4,751-71.2% |
| Participant deferral / active EE | $2,279 | $5,392-57.7% | $4,738-51.9% | $6,710-66.0% |
| Admin fee / account holder | $2,407 | $14,026-82.8% | $8,948-73.1% | $11,403-78.9% |