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 | $39,044 | $127,264-69.3% | $109,895-64.5% | $167,490-76.7% |
| Participation rate | 88.2% | 77.9%+10.4pp | 74.2%+14.0pp | 82.1%+6.1pp |
| Annual return | 15.82% | 22.97%-7.1pp | 29.45%-13.6pp | 478.56%-462.7pp |
| Employer contribution / active EE | $3,030 | $3,322-8.8% | $2,842+6.6% | $4,837-37.4% |
| Participant deferral / active EE | $4,562 | $4,514+1.1% | $4,048+12.7% | $6,341-28.1% |
| Admin fee / account holder | $1,507 | $7,114-78.8% | $6,066-75.2% | $12,309-87.8% |