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 | $24,387 | $48,046-49.2% | $84,611-71.2% | $72,985-66.6% |
| Participation rate | 96.4% | 57.6%+38.8pp | 68.2%+28.2pp | 69.5%+26.9pp |
| Annual return | 18.11% | 37.38%-19.3pp | 258.74%-240.6pp | 81.00%-62.9pp |
| Employer contribution / active EE | $2,728 | $1,602+70.3% | $2,652+2.9% | $2,440+11.8% |
| Participant deferral / active EE | $4,164 | $2,680+55.3% | $3,899+6.8% | $3,607+15.4% |
| Admin fee / account holder | $4,965 | $3,395+46.2% | $4,912+1.1% | $5,124-3.1% |