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 | $61,791 | $89,753-31.2% | $107,525-42.5% | $84,808-27.1% |
| Participation rate | 91.8% | 68.1%+23.7pp | 75.1%+16.7pp | 68.3%+23.5pp |
| Annual return | 14.52% | 29.48%-15.0pp | 181.32%-166.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,488 | $3,113-52.2% | $3,754-60.4% | $2,631-43.5% |
| Participant deferral / active EE | $4,738 | $4,056+16.8% | $5,116-7.4% | $4,212+12.5% |
| Admin fee / account holder | $2,081 | $7,222-71.2% | $8,919-76.7% | $7,344-71.7% |