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 | $62,626 | $65,041-3.7% | $90,951-31.1% | $79,858-21.6% |
| Participation rate | 87.5% | 61.6%+25.9pp | 69.0%+18.5pp | 69.6%+17.9pp |
| Annual return | 16.50% | 30.45%-13.9pp | 134.60%-118.1pp | 31.71%-15.2pp |
| Employer contribution / active EE | $2,464 | $1,247+97.6% | $2,122+16.1% | $2,471-0.3% |
| Participant deferral / active EE | $3,110 | $2,512+23.8% | $3,373-7.8% | $3,740-16.9% |
| Admin fee / account holder | $877 | $4,536-80.7% | $5,959-85.3% | $5,306-83.5% |